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
3301
$2.5M ﹤0.01%
86,287
+2,425
3302
$2.5M ﹤0.01%
289,449
-10,026
3303
$2.49M ﹤0.01%
13,595
-18,771
3304
$2.49M ﹤0.01%
104,934
+67,500
3305
$2.49M ﹤0.01%
296,677
+137,221
3306
$2.49M ﹤0.01%
48,154
+6,483
3307
$2.48M ﹤0.01%
87,159
+986
3308
$2.48M ﹤0.01%
217,208
+7,409
3309
$2.48M ﹤0.01%
647,067
-12,633
3310
$2.48M ﹤0.01%
114,761
-282,865
3311
$2.47M ﹤0.01%
1,647,510
-62,246
3312
$2.47M ﹤0.01%
63,099
+853
3313
$2.47M ﹤0.01%
91,186
-130,912
3314
$2.47M ﹤0.01%
65,999
-102,544
3315
$2.46M ﹤0.01%
658,951
+2,770
3316
$2.46M ﹤0.01%
671,220
-129,976
3317
$2.46M ﹤0.01%
256,445
+6,064
3318
$2.46M ﹤0.01%
169,588
-943,648
3319
$2.46M ﹤0.01%
138,772
-36,604
3320
$2.45M ﹤0.01%
193,451
-1,300
3321
$2.45M ﹤0.01%
366,927
+33,881
3322
$2.45M ﹤0.01%
120,315
+5,554
3323
$2.45M ﹤0.01%
65,179
+12,171
3324
$2.44M ﹤0.01%
149,764
+25,586
3325
$2.44M ﹤0.01%
283,543
+16,804