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
3326
$2.44M ﹤0.01%
20,448
-5,373
3327
$2.43M ﹤0.01%
94,146
+36,023
3328
$2.43M ﹤0.01%
35,543
+35,019
3329
$2.43M ﹤0.01%
361,570
+12,111
3330
$2.43M ﹤0.01%
92,949
+4,053
3331
$2.42M ﹤0.01%
18,690
-11,448
3332
$2.41M ﹤0.01%
125,290
-71,485
3333
$2.41M ﹤0.01%
106,059
-5,069
3334
$2.41M ﹤0.01%
234,694
-798,513
3335
$2.41M ﹤0.01%
196,016
-14,746
3336
$2.4M ﹤0.01%
220,117
+14,624
3337
$2.4M ﹤0.01%
135,126
+26,619
3338
$2.4M ﹤0.01%
103,313
-180,005
3339
$2.4M ﹤0.01%
51,237
-24,974
3340
$2.39M ﹤0.01%
632,139
-23,385
3341
$2.38M ﹤0.01%
66,583
-14,297
3342
$2.38M ﹤0.01%
50,752
+2,474
3343
$2.38M ﹤0.01%
137,738
-18,587
3344
$2.37M ﹤0.01%
231,921
+20,921
3345
$2.36M ﹤0.01%
295,061
-259,287
3346
$2.36M ﹤0.01%
205,947
+3,138
3347
$2.35M ﹤0.01%
264,422
-174,994
3348
$2.35M ﹤0.01%
264,506
-1,112,186
3349
$2.35M ﹤0.01%
51,612
-2,416
3350
$2.34M ﹤0.01%
242,069
+8,653