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
3176
$2.96M ﹤0.01%
91,326
+58,774
3177
$2.96M ﹤0.01%
139,250
-27,970
3178
$2.96M ﹤0.01%
333,536
-100,985
3179
$2.95M ﹤0.01%
576,549
+524,095
3180
$2.95M ﹤0.01%
122,136
-153,773
3181
$2.95M ﹤0.01%
68,163
+25,013
3182
$2.95M ﹤0.01%
253,230
-247,221
3183
$2.95M ﹤0.01%
253,697
+21,449
3184
$2.94M ﹤0.01%
91,120
-2,995
3185
$2.94M ﹤0.01%
44,563
-568
3186
$2.93M ﹤0.01%
153,498
+8,453
3187
$2.93M ﹤0.01%
115,207
+54,775
3188
$2.92M ﹤0.01%
167,267
+12,909
3189
$2.92M ﹤0.01%
142,187
+12,496
3190
$2.92M ﹤0.01%
19,808
-15,689
3191
$2.92M ﹤0.01%
61,641
-11,158
3192
$2.92M ﹤0.01%
36,639
+4,658
3193
$2.92M ﹤0.01%
42,898
-2,710
3194
$2.92M ﹤0.01%
76,190
+4,444
3195
$2.92M ﹤0.01%
53,044
-1,236
3196
$2.91M ﹤0.01%
44,113
+36,600
3197
$2.91M ﹤0.01%
34,773
+986
3198
$2.91M ﹤0.01%
231,438
-120,175
3199
$2.9M ﹤0.01%
188,375
+5,239
3200
$2.9M ﹤0.01%
56,064
+19,314