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
3151
$3.12M ﹤0.01%
145,057
+744
3152
$3.1M ﹤0.01%
263,289
-146,985
3153
$3.1M ﹤0.01%
257,232
-24,990
3154
$3.09M ﹤0.01%
309,990
+31,234
3155
$3.09M ﹤0.01%
112,972
-16,509
3156
$3.09M ﹤0.01%
225,210
+47,052
3157
$3.08M ﹤0.01%
254,110
-44,839
3158
$3.07M ﹤0.01%
217,839
-116,034
3159
$3.06M ﹤0.01%
1,208,611
-568,141
3160
$3.05M ﹤0.01%
412,829
+13,427
3161
$3.05M ﹤0.01%
403,408
-251,275
3162
$3.04M ﹤0.01%
196,468
-19,765
3163
$3.03M ﹤0.01%
293,351
+64,735
3164
$3.03M ﹤0.01%
78,898
-18,336
3165
$3.03M ﹤0.01%
48,499
-4,781
3166
$3.02M ﹤0.01%
182,025
+12,702
3167
$3M ﹤0.01%
19,151
-4,824
3168
$3M ﹤0.01%
71,174
+1,711
3169
$2.99M ﹤0.01%
191,542
-17,467
3170
$2.99M ﹤0.01%
25,359
-28,073
3171
$2.99M ﹤0.01%
371,327
-106,181
3172
$2.97M ﹤0.01%
196,664
-215,843
3173
$2.96M ﹤0.01%
127,189
+12,244
3174
$2.96M ﹤0.01%
98,586
-260,884
3175
$2.96M ﹤0.01%
78,261
+56,538