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
3676
$1.44M ﹤0.01%
27,098
-4,461
3677
$1.43M ﹤0.01%
21,216
+5,579
3678
$1.43M ﹤0.01%
157,618
-231,646
3679
$1.43M ﹤0.01%
40,814
-8,843
3680
$1.43M ﹤0.01%
139,138
+61,527
3681
$1.42M ﹤0.01%
18,351
+4,628
3682
$1.42M ﹤0.01%
14,758
-6,048
3683
$1.42M ﹤0.01%
75,563
-5,826
3684
$1.41M ﹤0.01%
13,841
-2,712
3685
$1.41M ﹤0.01%
100,398
+23,375
3686
$1.4M ﹤0.01%
137,178
-2,445
3687
$1.39M ﹤0.01%
38,345
-6,839
3688
$1.39M ﹤0.01%
30,218
-5,968
3689
$1.39M ﹤0.01%
171,458
-27,387
3690
$1.39M ﹤0.01%
20,471
-7,746
3691
$1.39M ﹤0.01%
42,680
+10,375
3692
$1.39M ﹤0.01%
46,971
-393
3693
$1.38M ﹤0.01%
26,466
+3,274
3694
$1.38M ﹤0.01%
28,988
-352
3695
$1.38M ﹤0.01%
147,622
+109,653
3696
$1.38M ﹤0.01%
236,517
-197,619
3697
$1.38M ﹤0.01%
92,647
+5,100
3698
$1.37M ﹤0.01%
9,188
-8,217
3699
$1.37M ﹤0.01%
36,503
-270
3700
$1.37M ﹤0.01%
84,571
-12,276