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
3501
$1.89M ﹤0.01%
31,698
-31
3502
$1.88M ﹤0.01%
218,229
+6,702
3503
$1.87M ﹤0.01%
202,031
-347,613
3504
$1.86M ﹤0.01%
115,208
-15,494
3505
$1.86M ﹤0.01%
131,192
-31,316
3506
$1.86M ﹤0.01%
54,947
+8,072
3507
$1.86M ﹤0.01%
183,578
-226,017
3508
$1.85M ﹤0.01%
82,330
+5,313
3509
$1.85M ﹤0.01%
102,508
-90,375
3510
$1.85M ﹤0.01%
71,068
+8,809
3511
$1.85M ﹤0.01%
92,436
-14,794
3512
$1.84M ﹤0.01%
44,925
+12,615
3513
$1.84M ﹤0.01%
45,874
-55,093
3514
$1.84M ﹤0.01%
488,075
+207,327
3515
$1.82M ﹤0.01%
90,154
+87,554
3516
$1.82M ﹤0.01%
54,486
-6,729
3517
$1.82M ﹤0.01%
100,221
+23,699
3518
$1.81M ﹤0.01%
82,223
-15,133
3519
$1.81M ﹤0.01%
145,270
-266
3520
$1.81M ﹤0.01%
268,413
-12,346
3521
$1.8M ﹤0.01%
16,937
-4,371
3522
$1.8M ﹤0.01%
209,208
+3,971
3523
$1.8M ﹤0.01%
199,431
-63,764
3524
$1.8M ﹤0.01%
45,328
-330,354
3525
$1.8M ﹤0.01%
55,419
-2,810