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
2951
$4.17M ﹤0.01%
333,420
-236,628
2952
$4.15M ﹤0.01%
288,556
+23,887
2953
$4.14M ﹤0.01%
982,005
-3,521,850
2954
$4.14M ﹤0.01%
168,214
-1,504
2955
$4.13M ﹤0.01%
399,138
2956
$4.13M ﹤0.01%
611,272
+163,704
2957
$4.06M ﹤0.01%
137,836
-47,075
2958
$4.06M ﹤0.01%
219,256
+8,765
2959
$4.05M ﹤0.01%
391,125
2960
$4.05M ﹤0.01%
207,801
-328,713
2961
$4.05M ﹤0.01%
339,703
-40,900
2962
$4.04M ﹤0.01%
489,519
+428
2963
$4.04M ﹤0.01%
128,582
-1,796
2964
$4.02M ﹤0.01%
102,094
+4,155
2965
$4.01M ﹤0.01%
540,609
-4,061
2966
$4M ﹤0.01%
272,155
+259,602
2967
$4M ﹤0.01%
321,924
+235,754
2968
$4M ﹤0.01%
181,748
+13,977
2969
$3.99M ﹤0.01%
968,369
+127,044
2970
$3.99M ﹤0.01%
139,467
+308
2971
$3.99M ﹤0.01%
50,414
-14,175
2972
$3.99M ﹤0.01%
252,489
+111,508
2973
$3.98M ﹤0.01%
141,772
+73,512
2974
$3.98M ﹤0.01%
50,926
-3,286
2975
$3.98M ﹤0.01%
126,153
-4,182