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
3926
$977K ﹤0.01%
99,007
-137,914
3927
$974K ﹤0.01%
47,022
+3,795
3928
$974K ﹤0.01%
60,127
-15,953
3929
$973K ﹤0.01%
355,089
-127,472
3930
$972K ﹤0.01%
134,857
-138,179
3931
$968K ﹤0.01%
118,168
+6,133
3932
$968K ﹤0.01%
83,719
+29,873
3933
$966K ﹤0.01%
561,510
-21,084
3934
$963K ﹤0.01%
58,001
+159
3935
$962K ﹤0.01%
416,401
-78,695
3936
$959K ﹤0.01%
21,013
-9,170
3937
$959K ﹤0.01%
35,015
-11,368
3938
$958K ﹤0.01%
82,756
+572
3939
$958K ﹤0.01%
32,837
-3,693
3940
$957K ﹤0.01%
7,915
+754
3941
$957K ﹤0.01%
39,150
3942
$955K ﹤0.01%
118,466
-131,748
3943
$954K ﹤0.01%
85,499
+41,414
3944
$953K ﹤0.01%
20,529
+1,807
3945
$950K ﹤0.01%
15,536
-5,639
3946
$950K ﹤0.01%
111,447
-34,944
3947
$947K ﹤0.01%
14,418
+8,185
3948
$946K ﹤0.01%
47,255
-301,514
3949
$943K ﹤0.01%
27,145
+14,216
3950
$942K ﹤0.01%
105,090
-65,497