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
3051
$3.56M ﹤0.01%
105,408
+7,161
3052
$3.56M ﹤0.01%
122,585
+57,287
3053
$3.56M ﹤0.01%
78,560
-129,714
3054
$3.56M ﹤0.01%
715,469
-316,195
3055
$3.55M ﹤0.01%
57,897
-12,337
3056
$3.54M ﹤0.01%
8,521
-377
3057
$3.54M ﹤0.01%
50,344
+6,721
3058
$3.54M ﹤0.01%
223,622
-12,732
3059
$3.54M ﹤0.01%
344,354
-199,767
3060
$3.53M ﹤0.01%
274,225
+38,650
3061
$3.53M ﹤0.01%
252,402
-183,271
3062
$3.52M ﹤0.01%
428,133
-513,762
3063
$3.51M ﹤0.01%
136,582
-82,241
3064
$3.51M ﹤0.01%
50,636
-52,796
3065
$3.5M ﹤0.01%
177,477
-21,206
3066
$3.5M ﹤0.01%
402,682
-7,903
3067
$3.49M ﹤0.01%
325,211
+10,583
3068
$3.49M ﹤0.01%
193,348
-99,763
3069
$3.49M ﹤0.01%
1,003,142
+72,920
3070
$3.49M ﹤0.01%
408,330
+86,903
3071
$3.48M ﹤0.01%
242,054
+98,425
3072
$3.48M ﹤0.01%
33,053
-20
3073
$3.48M ﹤0.01%
50,564
-128,113
3074
$3.47M ﹤0.01%
174,897
+13,808
3075
$3.46M ﹤0.01%
167,010
-119,647