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
3351
$2.34M ﹤0.01%
36,760
-1,172,751
3352
$2.33M ﹤0.01%
177,846
+99,568
3353
$2.32M ﹤0.01%
178,342
+802
3354
$2.32M ﹤0.01%
53,836
-3,322
3355
$2.32M ﹤0.01%
221,974
-4,957
3356
$2.31M ﹤0.01%
99,469
+24,278
3357
$2.31M ﹤0.01%
140,118
-219,548
3358
$2.31M ﹤0.01%
228,626
-85,271
3359
$2.31M ﹤0.01%
45,735
-147,731
3360
$2.3M ﹤0.01%
34,766
+916
3361
$2.3M ﹤0.01%
63,475
-39,038
3362
$2.3M ﹤0.01%
65,136
-13,409
3363
$2.3M ﹤0.01%
70,187
-7,491
3364
$2.3M ﹤0.01%
124,129
+26,904
3365
$2.29M ﹤0.01%
22,493
+1,358
3366
$2.28M ﹤0.01%
105,188
+11,730
3367
$2.28M ﹤0.01%
455,547
-742,376
3368
$2.28M ﹤0.01%
94,680
+48,715
3369
$2.26M ﹤0.01%
669,900
-284,182
3370
$2.26M ﹤0.01%
51,810
-24,962
3371
$2.26M ﹤0.01%
379,241
-303,190
3372
$2.26M ﹤0.01%
361,619
-867,187
3373
$2.26M ﹤0.01%
56,213
-19,456
3374
$2.26M ﹤0.01%
226,893
-332,292
3375
$2.25M ﹤0.01%
124,506
+101,547