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
3276
$2.56M ﹤0.01%
187,506
-176,687
3277
$2.56M ﹤0.01%
162,835
+36,246
3278
$2.56M ﹤0.01%
87,750
-87,507
3279
$2.55M ﹤0.01%
86,254
+20,441
3280
$2.55M ﹤0.01%
24,746
-68,094
3281
$2.55M ﹤0.01%
129,942
+1,201
3282
$2.55M ﹤0.01%
356,984
+199,765
3283
$2.55M ﹤0.01%
213,472
-20,118
3284
$2.54M ﹤0.01%
865,184
-98,187
3285
$2.54M ﹤0.01%
23,927
+23,910
3286
$2.53M ﹤0.01%
74,030
-84,650
3287
$2.53M ﹤0.01%
571,275
-238,483
3288
$2.53M ﹤0.01%
114,403
-79,754
3289
$2.53M ﹤0.01%
117,211
+48,887
3290
$2.53M ﹤0.01%
100,253
-2,600
3291
$2.53M ﹤0.01%
115,794
+5,466
3292
$2.53M ﹤0.01%
91,282
-48,717
3293
$2.52M ﹤0.01%
450,570
-1,097,041
3294
$2.52M ﹤0.01%
76,377
-14,021
3295
$2.52M ﹤0.01%
55,442
-15,949
3296
$2.52M ﹤0.01%
30,738
-43,965
3297
$2.51M ﹤0.01%
193,367
-119,195
3298
$2.51M ﹤0.01%
80,888
-24,135
3299
$2.5M ﹤0.01%
236,591
-14,760
3300
$2.5M ﹤0.01%
47,347
-2,116