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
3976
$913K ﹤0.01%
181,466
3977
$912K ﹤0.01%
145,053
+22,108
3978
$912K ﹤0.01%
100,985
-101,279
3979
$911K ﹤0.01%
83,743
-7,494
3980
$910K ﹤0.01%
24,332
-6,304
3981
$907K ﹤0.01%
45,968
-24,235
3982
$907K ﹤0.01%
14,885
-1,641
3983
$902K ﹤0.01%
56,866
+28,953
3984
$901K ﹤0.01%
40,606
3985
$900K ﹤0.01%
114,894
-31,028
3986
$899K ﹤0.01%
64,567
-6,519
3987
$899K ﹤0.01%
15,042
-3,655
3988
$897K ﹤0.01%
206,246
-5,903,027
3989
$897K ﹤0.01%
+306,074
3990
$897K ﹤0.01%
30,144
+14,358
3991
$892K ﹤0.01%
+18,435
3992
$889K ﹤0.01%
13,714
-26,822
3993
$888K ﹤0.01%
538,431
+12,354
3994
$886K ﹤0.01%
132,024
-313,151
3995
$883K ﹤0.01%
200,739
-167,024
3996
$883K ﹤0.01%
30,415
-5,934
3997
$882K ﹤0.01%
85,768
-6,915
3998
$881K ﹤0.01%
6,034
-283
3999
$877K ﹤0.01%
18,132
+3,081
4000
$876K ﹤0.01%
125,704
+48,310