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
3101
$3.33M ﹤0.01%
34,921
+1,455
3102
$3.32M ﹤0.01%
28,169
-57,167
3103
$3.31M ﹤0.01%
52,844
-10,900
3104
$3.31M ﹤0.01%
109,349
-51,176
3105
$3.3M ﹤0.01%
365,580
-2,524
3106
$3.3M ﹤0.01%
65,154
-56,678
3107
$3.3M ﹤0.01%
237,175
-70,819
3108
$3.29M ﹤0.01%
16,682
-10,768
3109
$3.28M ﹤0.01%
313,031
-21,035
3110
$3.28M ﹤0.01%
201,944
+14,601
3111
$3.27M ﹤0.01%
295,936
-74,882
3112
$3.27M ﹤0.01%
1,845,261
-1,229,770
3113
$3.27M ﹤0.01%
233,280
+68,241
3114
$3.26M ﹤0.01%
290,089
-14,593
3115
$3.25M ﹤0.01%
483,445
+57,031
3116
$3.25M ﹤0.01%
19,783
-22,664
3117
$3.25M ﹤0.01%
116,124
-59,874
3118
$3.24M ﹤0.01%
172,867
-211,839
3119
$3.24M ﹤0.01%
1,742,133
-1,969,335
3120
$3.24M ﹤0.01%
97,008
+14,736
3121
$3.23M ﹤0.01%
78,240
+16,554
3122
$3.23M ﹤0.01%
234,090
+188,039
3123
$3.23M ﹤0.01%
137,140
-11,051
3124
$3.22M ﹤0.01%
249,795
+5,341
3125
$3.22M ﹤0.01%
268,793
+1,210