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
3826
$1.14M ﹤0.01%
+24,707
3827
$1.14M ﹤0.01%
183,366
+84,676
3828
$1.13M ﹤0.01%
260,338
+63,773
3829
$1.13M ﹤0.01%
21,427
+2,154
3830
$1.13M ﹤0.01%
145,551
+20,314
3831
$1.13M ﹤0.01%
60,827
-17,244
3832
$1.13M ﹤0.01%
96,524
-5,121
3833
$1.13M ﹤0.01%
89,663
+89,563
3834
$1.13M ﹤0.01%
103,868
+73,145
3835
$1.13M ﹤0.01%
51,226
+1,401
3836
$1.12M ﹤0.01%
123,439
+17,431
3837
$1.12M ﹤0.01%
12,200
-5,611
3838
$1.12M ﹤0.01%
25,887
-22,983
3839
$1.12M ﹤0.01%
200,487
+129,526
3840
$1.12M ﹤0.01%
38,223
+3,816
3841
$1.12M ﹤0.01%
28,933
-442,177
3842
$1.12M ﹤0.01%
58,026
-6,067
3843
$1.12M ﹤0.01%
46,038
+127
3844
$1.12M ﹤0.01%
5,732
+91
3845
$1.12M ﹤0.01%
57,625
-1,139
3846
$1.12M ﹤0.01%
36,840
-917
3847
$1.11M ﹤0.01%
26,337
+16,986
3848
$1.11M ﹤0.01%
7,875
-11,527
3849
$1.11M ﹤0.01%
66,393
-128,513
3850
$1.11M ﹤0.01%
41,497
-12,469