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
4001
$876K ﹤0.01%
246
+13
4002
$875K ﹤0.01%
63,474
-46,402
4003
$875K ﹤0.01%
49,692
-40,754
4004
$874K ﹤0.01%
54,346
+11,517
4005
$873K ﹤0.01%
106,182
+14,852
4006
$871K ﹤0.01%
32,063
-2,475
4007
$867K ﹤0.01%
27,372
-6,370
4008
$865K ﹤0.01%
65,971
-13,204
4009
$864K ﹤0.01%
39,391
-7,747
4010
$863K ﹤0.01%
58,584
-113,398
4011
$861K ﹤0.01%
18,095
-38,360
4012
$857K ﹤0.01%
24,767
-288
4013
$856K ﹤0.01%
118,742
-24,972
4014
$854K ﹤0.01%
24,265
-24,949
4015
$854K ﹤0.01%
75,899
+3,904
4016
$850K ﹤0.01%
59,660
-57,833
4017
$849K ﹤0.01%
21,003
+2,879
4018
$846K ﹤0.01%
15,502
-1,856
4019
$843K ﹤0.01%
125,667
+20,875
4020
$842K ﹤0.01%
24,631
+357
4021
$839K ﹤0.01%
67,572
-633
4022
$835K ﹤0.01%
6,228
-220
4023
$834K ﹤0.01%
23,396
+19,393
4024
$833K ﹤0.01%
53,153
+7,783
4025
$833K ﹤0.01%
224,509
+4,781