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
3401
$2.19M ﹤0.01%
557,992
+27,729
3402
$2.18M ﹤0.01%
79,839
-9,248
3403
$2.18M ﹤0.01%
45,944
+9,443
3404
$2.18M ﹤0.01%
42,657
+32,377
3405
$2.17M ﹤0.01%
37,735
-8,191
3406
$2.17M ﹤0.01%
70,793
-116,101
3407
$2.17M ﹤0.01%
188,973
+36,118
3408
$2.17M ﹤0.01%
120,374
-56,099
3409
$2.17M ﹤0.01%
49,907
-5,068
3410
$2.16M ﹤0.01%
147,515
-2,752
3411
$2.16M ﹤0.01%
196,962
-51,485
3412
$2.16M ﹤0.01%
25,627
-12,574
3413
$2.16M ﹤0.01%
59,466
+4,377
3414
$2.15M ﹤0.01%
38,557
-531
3415
$2.15M ﹤0.01%
42,459
+42,142
3416
$2.15M ﹤0.01%
50,938
-32,371
3417
$2.15M ﹤0.01%
71,354
-90,291
3418
$2.15M ﹤0.01%
34,123
-12,954
3419
$2.15M ﹤0.01%
253,851
+9,165
3420
$2.14M ﹤0.01%
81,808
-68,681
3421
$2.14M ﹤0.01%
45,400
-39,478
3422
$2.14M ﹤0.01%
51,735
-4,139
3423
$2.13M ﹤0.01%
355,165
-116,688
3424
$2.13M ﹤0.01%
49,668
-12,725
3425
$2.13M ﹤0.01%
821,632
-2,832