Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Sells

1 +$5.3B
2 +$3.4B
3 +$3.18B
4
VTV icon
Vanguard Value ETF
VTV
+$2.7B
5
NVDA icon
NVIDIA
NVDA
+$2.4B

Sector Composition

1 Technology 13.87%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$4.3M ﹤0.01%
1,319,563
+1,074,514
2927
$4.3M ﹤0.01%
688,602
+76,263
2928
$4.3M ﹤0.01%
129,648
-155,571
2929
$4.29M ﹤0.01%
146,057
-18,293
2930
$4.28M ﹤0.01%
120,066
-2,884
2931
$4.27M ﹤0.01%
78,921
-7,155
2932
$4.26M ﹤0.01%
124,148
-153,995
2933
$4.26M ﹤0.01%
344,892
+11,113
2934
$4.26M ﹤0.01%
326,787
+60,797
2935
$4.26M ﹤0.01%
173,710
-45,059
2936
$4.25M ﹤0.01%
178,751
-76,070
2937
$4.25M ﹤0.01%
163,282
+2,424
2938
$4.24M ﹤0.01%
+68,632
2939
$4.23M ﹤0.01%
332,980
-279,862
2940
$4.23M ﹤0.01%
106,756
+11,127
2941
$4.23M ﹤0.01%
516,511
+134,567
2942
$4.22M ﹤0.01%
450,423
+347,890
2943
$4.21M ﹤0.01%
509,399
-323,157
2944
$4.2M ﹤0.01%
161,256
-127,984
2945
$4.2M ﹤0.01%
310,781
-30,539
2946
$4.2M ﹤0.01%
68,502
+6,745
2947
$4.19M ﹤0.01%
242,842
-153,784
2948
$4.18M ﹤0.01%
243,683
-1,209,003
2949
$4.18M ﹤0.01%
115,432
-4,329
2950
$4.18M ﹤0.01%
19,880
-33,976