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
3551
$1.73M ﹤0.01%
283,503
+48,403
3552
$1.72M ﹤0.01%
230,718
-326,292
3553
$1.72M ﹤0.01%
16,633
-1,726
3554
$1.72M ﹤0.01%
517,371
+451,990
3555
$1.71M ﹤0.01%
620,132
-2,356,385
3556
$1.71M ﹤0.01%
336,411
+38,995
3557
$1.7M ﹤0.01%
171,135
-7,883
3558
$1.7M ﹤0.01%
51,250
-7,511
3559
$1.7M ﹤0.01%
445,114
+397,423
3560
$1.7M ﹤0.01%
20,854
-4,284
3561
$1.7M ﹤0.01%
56,693
-151,844
3562
$1.7M ﹤0.01%
88,640
-2,305
3563
$1.69M ﹤0.01%
11,766
-3,950
3564
$1.68M ﹤0.01%
29,546
-9,575
3565
$1.67M ﹤0.01%
382,422
-517,498
3566
$1.67M ﹤0.01%
64,414
+38,159
3567
$1.66M ﹤0.01%
177,819
-87,702
3568
$1.66M ﹤0.01%
19,648
-4,912
3569
$1.66M ﹤0.01%
24,442
-34,917
3570
$1.66M ﹤0.01%
70,222
+8,704
3571
$1.66M ﹤0.01%
46,097
+108
3572
$1.66M ﹤0.01%
94,215
-14,776
3573
$1.66M ﹤0.01%
62,088
+7,977
3574
$1.65M ﹤0.01%
373,119
-1,729,927
3575
$1.65M ﹤0.01%
60,254
+8,199