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
3076
$3.46M ﹤0.01%
271,262
-268,629
3077
$3.45M ﹤0.01%
78,714
-2,866
3078
$3.45M ﹤0.01%
74,471
+11,618
3079
$3.45M ﹤0.01%
111,100
+1,648
3080
$3.44M ﹤0.01%
236,930
-40,103
3081
$3.43M ﹤0.01%
842,536
-1,995,567
3082
$3.42M ﹤0.01%
497,184
-784,327
3083
$3.42M ﹤0.01%
31,870
-87,761
3084
$3.41M ﹤0.01%
348,572
-782
3085
$3.4M ﹤0.01%
77,610
-9,800
3086
$3.39M ﹤0.01%
307,043
-8,025
3087
$3.39M ﹤0.01%
136,181
-6,541
3088
$3.39M ﹤0.01%
40,148
-16,538
3089
$3.38M ﹤0.01%
116,242
-9,854
3090
$3.38M ﹤0.01%
10,159
-1,659
3091
$3.37M ﹤0.01%
118,483
+5,282
3092
$3.37M ﹤0.01%
146,728
-5,958
3093
$3.37M ﹤0.01%
50,397
+23,955
3094
$3.36M ﹤0.01%
117,783
-50,311
3095
$3.36M ﹤0.01%
176,860
-232,954
3096
$3.35M ﹤0.01%
75,315
-789
3097
$3.35M ﹤0.01%
101,963
-3,192
3098
$3.34M ﹤0.01%
67,103
+1,113
3099
$3.33M ﹤0.01%
163,610
+10,339
3100
$3.33M ﹤0.01%
38,394
-22,437