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
3651
$1.48M ﹤0.01%
22,989
-3,294
3652
$1.48M ﹤0.01%
49,824
+20,735
3653
$1.48M ﹤0.01%
219,617
+15,508
3654
$1.47M ﹤0.01%
47,484
-14,646
3655
$1.47M ﹤0.01%
128,361
-148,629
3656
$1.47M ﹤0.01%
36,522
-284
3657
$1.47M ﹤0.01%
30,872
-14,755
3658
$1.46M ﹤0.01%
4,489
-13,113
3659
$1.46M ﹤0.01%
119,964
+81,696
3660
$1.46M ﹤0.01%
57,046
-20,004
3661
$1.46M ﹤0.01%
141,531
-170,969
3662
$1.45M ﹤0.01%
132,138
+81,682
3663
$1.45M ﹤0.01%
21,169
-14,366
3664
$1.45M ﹤0.01%
45,063
-672,378
3665
$1.45M ﹤0.01%
391,495
-604,828
3666
$1.45M ﹤0.01%
124,185
-16,867
3667
$1.45M ﹤0.01%
49,500
-45,540
3668
$1.45M ﹤0.01%
116,222
-7,848
3669
$1.45M ﹤0.01%
55,645
-2,676
3670
$1.45M ﹤0.01%
291,419
-104,445
3671
$1.45M ﹤0.01%
45,167
-360,664
3672
$1.45M ﹤0.01%
42,735
-44,112
3673
$1.44M ﹤0.01%
60,225
-39,345
3674
$1.44M ﹤0.01%
81,207
-52,873
3675
$1.44M ﹤0.01%
47,224
-1,681