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
2976
$3.98M ﹤0.01%
181,175
+107,112
2977
$3.95M ﹤0.01%
170,556
-232,212
2978
$3.95M ﹤0.01%
927,458
+410,644
2979
$3.95M ﹤0.01%
699,987
+21,122
2980
$3.95M ﹤0.01%
113,895
-2,041
2981
$3.93M ﹤0.01%
630,501
-4,400
2982
$3.93M ﹤0.01%
38,393
-8,719
2983
$3.93M ﹤0.01%
241,003
+6,185
2984
$3.92M ﹤0.01%
709,397
+171,145
2985
$3.92M ﹤0.01%
56,632
-4,052
2986
$3.92M ﹤0.01%
50,399
-16,558
2987
$3.92M ﹤0.01%
70,225
-36,192
2988
$3.9M ﹤0.01%
59,421
-750,079
2989
$3.9M ﹤0.01%
129,524
-108,192
2990
$3.9M ﹤0.01%
359,105
-7,425
2991
$3.9M ﹤0.01%
85,571
+3,126
2992
$3.89M ﹤0.01%
144,208
-20,077
2993
$3.88M ﹤0.01%
116,764
-7,009
2994
$3.87M ﹤0.01%
406,555
-1,215,219
2995
$3.87M ﹤0.01%
741,897
-32,561
2996
$3.86M ﹤0.01%
153,249
-15,079
2997
$3.85M ﹤0.01%
3,286
+76
2998
$3.85M ﹤0.01%
371,500
2999
$3.84M ﹤0.01%
159,060
+7,788
3000
$3.84M ﹤0.01%
143,994
+40,370