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
3026
$3.71M ﹤0.01%
150,854
-16,111
3027
$3.71M ﹤0.01%
772,879
+55,935
3028
$3.69M ﹤0.01%
93,259
-13,688
3029
$3.68M ﹤0.01%
249,828
-8,947
3030
$3.68M ﹤0.01%
142,798
-9,012
3031
$3.67M ﹤0.01%
320,596
+72,749
3032
$3.66M ﹤0.01%
348,660
-430,810
3033
$3.65M ﹤0.01%
92,853
-10,442
3034
$3.65M ﹤0.01%
185,457
-1,490
3035
$3.65M ﹤0.01%
165,373
-98,385
3036
$3.65M ﹤0.01%
98,446
-32,828
3037
$3.64M ﹤0.01%
138,528
-37,397
3038
$3.64M ﹤0.01%
551,173
-51,632
3039
$3.64M ﹤0.01%
118,634
-39,901
3040
$3.64M ﹤0.01%
135,018
-25,776
3041
$3.64M ﹤0.01%
15,909
-14,894
3042
$3.63M ﹤0.01%
198,896
+14,166
3043
$3.63M ﹤0.01%
71,594
+14,197
3044
$3.63M ﹤0.01%
136,286
-2,324
3045
$3.62M ﹤0.01%
1,854,185
3046
$3.6M ﹤0.01%
78,077
-60,107
3047
$3.58M ﹤0.01%
1,666,712
+21,904
3048
$3.58M ﹤0.01%
340,508
-379,907
3049
$3.57M ﹤0.01%
105,731
-1,170
3050
$3.56M ﹤0.01%
88,124
-17,762