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
3451
$2.06M ﹤0.01%
42,477
+1,543
3452
$2.06M ﹤0.01%
72,974
+11,307
3453
$2.05M ﹤0.01%
115,862
+36,163
3454
$2.05M ﹤0.01%
7,097
-159
3455
$2.04M ﹤0.01%
481,073
+102,194
3456
$2.03M ﹤0.01%
106,281
-16,582
3457
$2.03M ﹤0.01%
198,124
-27,785
3458
$2.03M ﹤0.01%
105,175
-1,962
3459
$2.03M ﹤0.01%
62,212
-23,167
3460
$2.03M ﹤0.01%
678,222
-3,119
3461
$2.02M ﹤0.01%
29,600
+9,843
3462
$2.02M ﹤0.01%
28,542
-626
3463
$2.02M ﹤0.01%
414,340
-1,512,471
3464
$2.02M ﹤0.01%
164,233
-45,546
3465
$2.01M ﹤0.01%
29,026
-229
3466
$2.01M ﹤0.01%
91,289
+3,535
3467
$2.01M ﹤0.01%
52,489
-23,508
3468
$2M ﹤0.01%
66,770
-16,387
3469
$2M ﹤0.01%
60,754
-31,412
3470
$2M ﹤0.01%
+40,000
3471
$1.99M ﹤0.01%
69,653
+22,512
3472
$1.99M ﹤0.01%
164,889
-119,238
3473
$1.99M ﹤0.01%
181,719
-343,974
3474
$1.99M ﹤0.01%
210,961
-8,368
3475
$1.99M ﹤0.01%
87,027
-3,145