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
3526
$1.79M ﹤0.01%
168,855
-34,738
3527
$1.79M ﹤0.01%
101,626
+13,147
3528
$1.79M ﹤0.01%
158,764
+53,318
3529
$1.79M ﹤0.01%
60,066
+1,388
3530
$1.79M ﹤0.01%
287,155
+77,103
3531
$1.78M ﹤0.01%
26,409
+1,812
3532
$1.78M ﹤0.01%
59,850
+1,177
3533
$1.77M ﹤0.01%
749,668
-1,437,860
3534
$1.77M ﹤0.01%
375,366
-179,886
3535
$1.77M ﹤0.01%
224,036
+57,427
3536
$1.75M ﹤0.01%
58,772
-3,745
3537
$1.75M ﹤0.01%
113,777
-28,564
3538
$1.75M ﹤0.01%
52,664
-21,643
3539
$1.75M ﹤0.01%
47,957
+25,183
3540
$1.74M ﹤0.01%
149,988
-4,143
3541
$1.74M ﹤0.01%
30,430
-1,108
3542
$1.74M ﹤0.01%
171,394
-72,538
3543
$1.74M ﹤0.01%
72,359
+24,432
3544
$1.74M ﹤0.01%
181,595
-2,211,322
3545
$1.74M ﹤0.01%
375,715
-4,545
3546
$1.74M ﹤0.01%
29,864
+2,579
3547
$1.73M ﹤0.01%
72,463
+3,538
3548
$1.73M ﹤0.01%
146,158
-227,747
3549
$1.73M ﹤0.01%
29,955
-42,698
3550
$1.73M ﹤0.01%
66,214
-10,217