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
3901
$1.03M ﹤0.01%
109,928
-27,113
3902
$1.02M ﹤0.01%
21,509
+8,647
3903
$1.02M ﹤0.01%
375,317
-82,095
3904
$1.02M ﹤0.01%
507,465
-106,711
3905
$1.02M ﹤0.01%
32,213
+8,392
3906
$1.01M ﹤0.01%
206,358
-4,313
3907
$1.01M ﹤0.01%
51,089
-46,098
3908
$1.01M ﹤0.01%
96,376
-148,218
3909
$1.01M ﹤0.01%
37,523
-62,713
3910
$1.01M ﹤0.01%
188,075
+8,203
3911
$1.01M ﹤0.01%
96,376
+9,997
3912
$1M ﹤0.01%
103,212
-765
3913
$1M ﹤0.01%
70,340
-20,019
3914
$1,000K ﹤0.01%
512,658
-19,444
3915
$999K ﹤0.01%
75,942
+5,542
3916
$994K ﹤0.01%
+29,574
3917
$993K ﹤0.01%
46,955
+8,799
3918
$992K ﹤0.01%
12,060
-28,575
3919
$989K ﹤0.01%
17,580
+1,500
3920
$988K ﹤0.01%
138,245
-23,844
3921
$987K ﹤0.01%
10,847
-1,441
3922
$983K ﹤0.01%
11,020
-3,971
3923
$983K ﹤0.01%
124,617
+15,373
3924
$982K ﹤0.01%
54,607
-47,133
3925
$980K ﹤0.01%
44,637
+3,188