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
3426
$2.12M ﹤0.01%
143,197
-41,819
3427
$2.12M ﹤0.01%
43,170
-4,959
3428
$2.12M ﹤0.01%
114,480
+17,618
3429
$2.12M ﹤0.01%
123,428
-37,578
3430
$2.11M ﹤0.01%
54,120
+10,000
3431
$2.11M ﹤0.01%
66,340
+18,311
3432
$2.11M ﹤0.01%
89,636
-85,910
3433
$2.1M ﹤0.01%
258,565
-578,210
3434
$2.1M ﹤0.01%
267,669
-32,651
3435
$2.09M ﹤0.01%
52,959
-209,773
3436
$2.09M ﹤0.01%
96,849
-23,031
3437
$2.09M ﹤0.01%
85,135
-170,300
3438
$2.09M ﹤0.01%
83,636
-130,424
3439
$2.09M ﹤0.01%
29,020
-3,517
3440
$2.08M ﹤0.01%
41,169
+1,501
3441
$2.08M ﹤0.01%
101,155
-73,927
3442
$2.08M ﹤0.01%
38,427
-39,441
3443
$2.07M ﹤0.01%
934,128
+27,978
3444
$2.07M ﹤0.01%
171,316
+45,587
3445
$2.07M ﹤0.01%
41,871
+3,832
3446
$2.07M ﹤0.01%
70,774
+14,106
3447
$2.07M ﹤0.01%
266,493
3448
$2.06M ﹤0.01%
411,692
-49,015
3449
$2.06M ﹤0.01%
60,664
-99,749
3450
$2.06M ﹤0.01%
45,074
-1,893