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
4076
$756K ﹤0.01%
30,677
-4,632
4077
$755K ﹤0.01%
32,804
+11,493
4078
$755K ﹤0.01%
135,549
-22,923
4079
$755K ﹤0.01%
39,782
+11,476
4080
$750K ﹤0.01%
96,124
+44,463
4081
$748K ﹤0.01%
13,163
-174
4082
$748K ﹤0.01%
17,782
+2,003
4083
$746K ﹤0.01%
93,710
+31,643
4084
$746K ﹤0.01%
61,268
-9,305
4085
$745K ﹤0.01%
111,358
+25,518
4086
$744K ﹤0.01%
83,407
+58,173
4087
$743K ﹤0.01%
45,024
+26,831
4088
$742K ﹤0.01%
56,908
-4,584
4089
$742K ﹤0.01%
25,048
-62,434
4090
$739K ﹤0.01%
25,840
-15,346
4091
$737K ﹤0.01%
7,515
-1,044
4092
$733K ﹤0.01%
108,422
-34,289
4093
$732K ﹤0.01%
64,576
+8,842
4094
$731K ﹤0.01%
18,153
-2,266
4095
$731K ﹤0.01%
17,976
+1,866
4096
$729K ﹤0.01%
51,997
-3,630
4097
$728K ﹤0.01%
26,202
+1,389
4098
$727K ﹤0.01%
58,723
-19,949
4099
$727K ﹤0.01%
182,089
-57,334
4100
$726K ﹤0.01%
17,131
-909