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
3701
$1.37M ﹤0.01%
47,052
-2,131
3702
$1.37M ﹤0.01%
214,509
-62,423
3703
$1.36M ﹤0.01%
36,346
-1,644
3704
$1.36M ﹤0.01%
31,987
-3,135
3705
$1.36M ﹤0.01%
91,703
+22,707
3706
$1.36M ﹤0.01%
50,578
-2,257
3707
$1.35M ﹤0.01%
7,279
-325
3708
$1.35M ﹤0.01%
32,443
-2,866
3709
$1.35M ﹤0.01%
79,363
-17,898
3710
$1.34M ﹤0.01%
42,867
-32,678
3711
$1.34M ﹤0.01%
106,947
-49,580
3712
$1.34M ﹤0.01%
130,000
3713
$1.33M ﹤0.01%
150,870
+11,960
3714
$1.33M ﹤0.01%
76,698
-518,100
3715
$1.33M ﹤0.01%
54,630
-15,382
3716
$1.33M ﹤0.01%
62,727
-14,878
3717
$1.33M ﹤0.01%
253,877
+2,542
3718
$1.32M ﹤0.01%
82,519
-1,738
3719
$1.32M ﹤0.01%
7,565
-238
3720
$1.32M ﹤0.01%
19,824
-154
3721
$1.32M ﹤0.01%
105,590
-22,839
3722
$1.32M ﹤0.01%
33,579
-8,323
3723
$1.32M ﹤0.01%
41,425
+10,569
3724
$1.31M ﹤0.01%
236,569
-4,516
3725
$1.31M ﹤0.01%
81,748
-61,847