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
3801
$1.17M ﹤0.01%
152,071
+50,060
3802
$1.17M ﹤0.01%
42,342
-4,638
3803
$1.17M ﹤0.01%
+41,881
3804
$1.17M ﹤0.01%
39,541
-6,799
3805
$1.17M ﹤0.01%
65,059
-650,302
3806
$1.17M ﹤0.01%
104,861
-129,707
3807
$1.17M ﹤0.01%
59,734
-17,943
3808
$1.17M ﹤0.01%
52,672
-7,948
3809
$1.16M ﹤0.01%
105,716
-56,174
3810
$1.16M ﹤0.01%
66,864
+1,908
3811
$1.16M ﹤0.01%
38,939
-3,608
3812
$1.16M ﹤0.01%
24,409
-9,557
3813
$1.16M ﹤0.01%
42,693
-13,018
3814
$1.16M ﹤0.01%
19,135
+5,967
3815
$1.15M ﹤0.01%
20,997
-3,242
3816
$1.15M ﹤0.01%
23,796
-36,131
3817
$1.15M ﹤0.01%
71,124
+9,057
3818
$1.15M ﹤0.01%
393,283
+121,844
3819
$1.15M ﹤0.01%
18,199
-5,026
3820
$1.14M ﹤0.01%
158,654
+8,499
3821
$1.14M ﹤0.01%
176,815
-31,855
3822
$1.14M ﹤0.01%
110,000
3823
$1.14M ﹤0.01%
38,676
-4,150
3824
$1.14M ﹤0.01%
42,732
+7,312
3825
$1.14M ﹤0.01%
212,868
+21,581