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
4101
$724K ﹤0.01%
45,559
+9,585
4102
$724K ﹤0.01%
70,400
-2,105
4103
$723K ﹤0.01%
68,643
-166,563
4104
$723K ﹤0.01%
634,444
4105
$722K ﹤0.01%
55,315
+6,852
4106
$722K ﹤0.01%
169,175
-398,199
4107
$722K ﹤0.01%
48,069
+26,374
4108
$721K ﹤0.01%
15,455
+308
4109
$721K ﹤0.01%
100,647
-173,840
4110
$721K ﹤0.01%
12,891
-14,702
4111
$721K ﹤0.01%
44,950
-21,794
4112
$720K ﹤0.01%
80,931
+5,312
4113
$719K ﹤0.01%
58,660
+1,625
4114
$718K ﹤0.01%
14,496
+1,543
4115
$717K ﹤0.01%
118,393
-3,233
4116
$715K ﹤0.01%
57,669
-344
4117
$715K ﹤0.01%
10,149
-10,811
4118
$713K ﹤0.01%
31,875
-21,334
4119
$713K ﹤0.01%
15,581
+3,345
4120
$712K ﹤0.01%
45,255
+5,592
4121
$710K ﹤0.01%
60,001
-27,749
4122
$710K ﹤0.01%
172,290
+158,839
4123
$710K ﹤0.01%
466,850
-34,693
4124
$709K ﹤0.01%
109,891
+80,016
4125
$708K ﹤0.01%
16,178
-63,701