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
3626
$1.53M ﹤0.01%
115,864
-41,766
3627
$1.53M ﹤0.01%
93,374
-17,261
3628
$1.53M ﹤0.01%
283,468
-184,168
3629
$1.53M ﹤0.01%
24,736
-4,606
3630
$1.52M ﹤0.01%
296,023
+39,852
3631
$1.52M ﹤0.01%
39,170
-238
3632
$1.52M ﹤0.01%
150,027
-249,909
3633
$1.52M ﹤0.01%
112,593
-28,353
3634
$1.52M ﹤0.01%
142,504
-11,930
3635
$1.51M ﹤0.01%
184,106
-2,702
3636
$1.51M ﹤0.01%
59,151
-33,786
3637
$1.51M ﹤0.01%
237,831
+171,522
3638
$1.51M ﹤0.01%
42,135
-1,686
3639
$1.51M ﹤0.01%
43,643
-108,909
3640
$1.51M ﹤0.01%
389,410
-33,016
3641
$1.51M ﹤0.01%
121,770
+5,616
3642
$1.5M ﹤0.01%
191,382
+72,732
3643
$1.5M ﹤0.01%
175,568
+10,080
3644
$1.5M ﹤0.01%
92,265
-16,246
3645
$1.49M ﹤0.01%
508,275
-31,733
3646
$1.49M ﹤0.01%
61,862
-187,758
3647
$1.49M ﹤0.01%
96,647
-37,817
3648
$1.49M ﹤0.01%
235,558
+8,149
3649
$1.49M ﹤0.01%
73,958
-3,433
3650
$1.48M ﹤0.01%
62,394
+1,001