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
4026
$831K ﹤0.01%
72,774
-11,287
4027
$830K ﹤0.01%
176,497
+16,379
4028
$829K ﹤0.01%
86,855
-444,983
4029
$828K ﹤0.01%
178,002
-455,440
4030
$827K ﹤0.01%
46,717
-7,698
4031
$825K ﹤0.01%
20,284
+4,181
4032
$822K ﹤0.01%
80,000
4033
$822K ﹤0.01%
495,382
+97,960
4034
$813K ﹤0.01%
260,498
+89,484
4035
$812K ﹤0.01%
210,992
-435,722
4036
$812K ﹤0.01%
42,318
+25,297
4037
$810K ﹤0.01%
72,048
-81,581
4038
$810K ﹤0.01%
45,924
-15,130
4039
$810K ﹤0.01%
76,524
-18,134
4040
$807K ﹤0.01%
60,741
+1,178
4041
$807K ﹤0.01%
65,624
-14,808
4042
$803K ﹤0.01%
56,082
-197,403
4043
$801K ﹤0.01%
24,117
-9,450
4044
$800K ﹤0.01%
7,406
+122
4045
$800K ﹤0.01%
174,715
-175,146
4046
$798K ﹤0.01%
64,613
-9,178
4047
$798K ﹤0.01%
320,346
-283,072
4048
$798K ﹤0.01%
39,076
-4,324
4049
$797K ﹤0.01%
59,687
+11,655
4050
$797K ﹤0.01%
56,314
-86,586