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
3126
$3.22M ﹤0.01%
140,024
-136,764
3127
$3.21M ﹤0.01%
282,707
+13,197
3128
$3.2M ﹤0.01%
32,633
+9,007
3129
$3.2M ﹤0.01%
342,304
-159,374
3130
$3.2M ﹤0.01%
529,697
-423,557
3131
$3.2M ﹤0.01%
434,765
-162,916
3132
$3.19M ﹤0.01%
36,548
-52,130
3133
$3.18M ﹤0.01%
318,783
-852,222
3134
$3.18M ﹤0.01%
817,143
-255,896
3135
$3.18M ﹤0.01%
114,103
-9,508
3136
$3.16M ﹤0.01%
185,416
-1,753
3137
$3.16M ﹤0.01%
304,514
-475,203
3138
$3.16M ﹤0.01%
174,815
-17,882
3139
$3.16M ﹤0.01%
191,538
-286,563
3140
$3.16M ﹤0.01%
19,175
-44,158
3141
$3.15M ﹤0.01%
117,331
-10,649
3142
$3.15M ﹤0.01%
480,621
+17,693
3143
$3.15M ﹤0.01%
248,834
-79,474
3144
$3.15M ﹤0.01%
403,965
-57,501
3145
$3.14M ﹤0.01%
63,496
-3,122
3146
$3.14M ﹤0.01%
504,651
-103,555
3147
$3.14M ﹤0.01%
96,805
+79,967
3148
$3.13M ﹤0.01%
454,695
-13,820
3149
$3.12M ﹤0.01%
309,907
-7,248
3150
$3.12M ﹤0.01%
78,663
-14,263