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
3951
$939K ﹤0.01%
107,102
+43,002
3952
$939K ﹤0.01%
36,699
+12,502
3953
$937K ﹤0.01%
28,390
-58,614
3954
$937K ﹤0.01%
94,392
-11,084
3955
$937K ﹤0.01%
169,123
-3,879
3956
$937K ﹤0.01%
10,994
+1,250
3957
$936K ﹤0.01%
113,492
-601
3958
$935K ﹤0.01%
15,308
+17
3959
$932K ﹤0.01%
73,755
+4,070
3960
$931K ﹤0.01%
58,695
+29,602
3961
$931K ﹤0.01%
37,710
+4,568
3962
$930K ﹤0.01%
31,975
+5,931
3963
$929K ﹤0.01%
43,999
-18,063
3964
$929K ﹤0.01%
91,945
-299,422
3965
$926K ﹤0.01%
306,696
-9,758,048
3966
$924K ﹤0.01%
63,034
-78,400
3967
$921K ﹤0.01%
33,766
-18,606
3968
$921K ﹤0.01%
68,774
-33,296
3969
$919K ﹤0.01%
66,476
+5,184
3970
$919K ﹤0.01%
119,342
-11,536
3971
$918K ﹤0.01%
70,035
+2,777
3972
$915K ﹤0.01%
93,886
-10,817
3973
$915K ﹤0.01%
104,120
-1,829
3974
$914K ﹤0.01%
35,765
-48,979
3975
$914K ﹤0.01%
47,017
-13,636