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
3601
$1.58M ﹤0.01%
267,423
-32,140
3602
$1.58M ﹤0.01%
254,004
+26,474
3603
$1.58M ﹤0.01%
96,181
+64,112
3604
$1.58M ﹤0.01%
54,694
-29,920
3605
$1.57M ﹤0.01%
31,511
-8,892
3606
$1.57M ﹤0.01%
153,276
-7,184
3607
$1.57M ﹤0.01%
142,758
-6,990
3608
$1.57M ﹤0.01%
39,594
-1,765
3609
$1.56M ﹤0.01%
113,034
+9,763
3610
$1.56M ﹤0.01%
161,382
+93,574
3611
$1.56M ﹤0.01%
145,908
-79,924
3612
$1.56M ﹤0.01%
24,511
-12,429
3613
$1.55M ﹤0.01%
38,531
+129
3614
$1.55M ﹤0.01%
35,671
-9,288
3615
$1.55M ﹤0.01%
14,753
-69,471
3616
$1.55M ﹤0.01%
107,490
-26,756
3617
$1.55M ﹤0.01%
79,154
-10,265
3618
$1.55M ﹤0.01%
145,344
+1,807
3619
$1.54M ﹤0.01%
29,481
+2,055
3620
$1.54M ﹤0.01%
34,382
+18,660
3621
$1.54M ﹤0.01%
148,989
-16,008
3622
$1.54M ﹤0.01%
21,521
+3,167
3623
$1.54M ﹤0.01%
80,955
-221,892
3624
$1.54M ﹤0.01%
65,383
-326
3625
$1.54M ﹤0.01%
39,965
-6,882