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
3226
$2.78M ﹤0.01%
209,971
-17,379
3227
$2.77M ﹤0.01%
181,995
-174,995
3228
$2.77M ﹤0.01%
255,497
-38,515
3229
$2.77M ﹤0.01%
59,368
-12,950
3230
$2.75M ﹤0.01%
121,874
+14,150
3231
$2.75M ﹤0.01%
129,933
-39,887
3232
$2.75M ﹤0.01%
60,943
-19,033
3233
$2.74M ﹤0.01%
110,588
+19,323
3234
$2.74M ﹤0.01%
43,590
-31,603
3235
$2.73M ﹤0.01%
142,421
+14,156
3236
$2.73M ﹤0.01%
264,127
-177,715
3237
$2.73M ﹤0.01%
61,074
+6,483
3238
$2.72M ﹤0.01%
68,703
-13,195
3239
$2.72M ﹤0.01%
195,989
-2,239
3240
$2.72M ﹤0.01%
186,481
+82,972
3241
$2.71M ﹤0.01%
275,419
-14,804
3242
$2.7M ﹤0.01%
70,570
-110,557
3243
$2.7M ﹤0.01%
65,938
+41,635
3244
$2.7M ﹤0.01%
471,275
-1,923
3245
$2.7M ﹤0.01%
136,145
-66,093
3246
$2.69M ﹤0.01%
99,851
+71,353
3247
$2.69M ﹤0.01%
134,464
-63,786
3248
$2.68M ﹤0.01%
37,710
-7,242
3249
$2.68M ﹤0.01%
655,568
+31,546
3250
$2.67M ﹤0.01%
86,367
-20,205