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
3201
$2.9M ﹤0.01%
280,000
3202
$2.9M ﹤0.01%
77,187
-118,133
3203
$2.9M ﹤0.01%
32,816
-10,548
3204
$2.89M ﹤0.01%
162,594
+37,688
3205
$2.89M ﹤0.01%
687,389
-62,437
3206
$2.89M ﹤0.01%
522,782
-190,845
3207
$2.88M ﹤0.01%
294,400
+107,100
3208
$2.87M ﹤0.01%
98,939
-41,062
3209
$2.87M ﹤0.01%
247,391
-51,701
3210
$2.87M ﹤0.01%
90,705
-97,550
3211
$2.87M ﹤0.01%
207,825
-13,597
3212
$2.86M ﹤0.01%
136,441
+17,339
3213
$2.86M ﹤0.01%
61,117
-11,708
3214
$2.86M ﹤0.01%
91,737
-24,625
3215
$2.85M ﹤0.01%
282,850
-247
3216
$2.83M ﹤0.01%
26,838
+336
3217
$2.83M ﹤0.01%
560,646
-2,186
3218
$2.82M ﹤0.01%
59,150
-40,930
3219
$2.81M ﹤0.01%
679,315
+220,298
3220
$2.8M ﹤0.01%
67,495
-81,613
3221
$2.8M ﹤0.01%
317,219
+244,941
3222
$2.8M ﹤0.01%
268,584
+10,603
3223
$2.79M ﹤0.01%
193,006
-263,926
3224
$2.79M ﹤0.01%
85,074
-40,321
3225
$2.79M ﹤0.01%
126,027
-3,393