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
4126
$708K ﹤0.01%
67,203
-12,320
4127
$706K ﹤0.01%
184,295
+74,890
4128
$705K ﹤0.01%
30,438
+2,435
4129
$704K ﹤0.01%
80,460
-30,070
4130
$703K ﹤0.01%
42,681
-649,545
4131
$702K ﹤0.01%
140,095
-21,872
4132
$701K ﹤0.01%
110,869
+15,361
4133
$700K ﹤0.01%
24,709
-6,590
4134
$700K ﹤0.01%
121,470
-7,219
4135
$699K ﹤0.01%
83,318
-219,793
4136
$699K ﹤0.01%
249,482
-133,166
4137
$697K ﹤0.01%
39,498
+176
4138
$696K ﹤0.01%
56,766
+3,746
4139
$694K ﹤0.01%
38,432
-6,779
4140
$693K ﹤0.01%
203,740
-79,924
4141
$692K ﹤0.01%
28,113
-2,140
4142
$691K ﹤0.01%
16,692
-21,890
4143
$690K ﹤0.01%
32,090
+5,353
4144
$687K ﹤0.01%
39,717
-670,965
4145
$687K ﹤0.01%
195,291
-41,579
4146
$686K ﹤0.01%
251,305
-118,955
4147
$686K ﹤0.01%
36,580
-20,951
4148
$683K ﹤0.01%
21,473
+2,155
4149
$682K ﹤0.01%
18,926
+6,381
4150
$682K ﹤0.01%
73,642
-1,483