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
3751
$1.27M ﹤0.01%
93,702
+189
3752
$1.27M ﹤0.01%
27,857
-3,206
3753
$1.26M ﹤0.01%
100,078
-10,996
3754
$1.25M ﹤0.01%
37,438
-6,150
3755
$1.25M ﹤0.01%
32,793
+6,167
3756
$1.25M ﹤0.01%
150,117
-69,192
3757
$1.25M ﹤0.01%
49,131
-44,720
3758
$1.25M ﹤0.01%
66,437
-60,771
3759
$1.25M ﹤0.01%
40,566
-534
3760
$1.24M ﹤0.01%
28,570
-7,256
3761
$1.24M ﹤0.01%
35,972
-2,397
3762
$1.24M ﹤0.01%
87,754
-44,365
3763
$1.24M ﹤0.01%
24,457
-646
3764
$1.24M ﹤0.01%
10,158
-170
3765
$1.24M ﹤0.01%
76,708
+4,107
3766
$1.23M ﹤0.01%
31,489
-6,368
3767
$1.23M ﹤0.01%
144,225
-28,749
3768
$1.23M ﹤0.01%
130,686
-41,085
3769
$1.23M ﹤0.01%
54,782
+11,918
3770
$1.23M ﹤0.01%
195,917
-735,781
3771
$1.23M ﹤0.01%
42,225
-10,413
3772
$1.22M ﹤0.01%
71,822
+34,736
3773
$1.22M ﹤0.01%
65,047
-942
3774
$1.22M ﹤0.01%
171,698
-52,235
3775
$1.22M ﹤0.01%
237,106
-107,415