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
3726
$1.31M ﹤0.01%
80,164
-46,060
3727
$1.31M ﹤0.01%
139,891
+22,858
3728
$1.31M ﹤0.01%
127,253
-13,287
3729
$1.31M ﹤0.01%
41,980
+6,452
3730
$1.31M ﹤0.01%
45,896
-4,294
3731
$1.31M ﹤0.01%
108,056
+7,070
3732
$1.3M ﹤0.01%
91,392
+21,469
3733
$1.3M ﹤0.01%
92,234
-96,785
3734
$1.3M ﹤0.01%
62,974
-44,080
3735
$1.29M ﹤0.01%
33,787
+4,916
3736
$1.29M ﹤0.01%
77,679
-6,586
3737
$1.29M ﹤0.01%
313,968
-42,723
3738
$1.29M ﹤0.01%
64,229
-12,404
3739
$1.29M ﹤0.01%
40,641
-6,839
3740
$1.29M ﹤0.01%
198,762
+5,702
3741
$1.29M ﹤0.01%
205,166
-107,194
3742
$1.28M ﹤0.01%
28,380
-49,787
3743
$1.28M ﹤0.01%
15,920
-7,722
3744
$1.28M ﹤0.01%
294,196
-249,495
3745
$1.28M ﹤0.01%
7,258
-8,751
3746
$1.27M ﹤0.01%
58,178
+10,368
3747
$1.27M ﹤0.01%
135,365
-20,712
3748
$1.27M ﹤0.01%
26,376
+23,315
3749
$1.27M ﹤0.01%
70,237
+8,169
3750
$1.27M ﹤0.01%
23,814
-5,424