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
4151
$682K ﹤0.01%
65,942
4152
$681K ﹤0.01%
74,388
-4,637
4153
$681K ﹤0.01%
70,375
-28,677
4154
$680K ﹤0.01%
10,966
+109
4155
$678K ﹤0.01%
46,246
+9,958
4156
$678K ﹤0.01%
55,982
+33,228
4157
$678K ﹤0.01%
387,211
-153,289
4158
$674K ﹤0.01%
56,198
-37,395
4159
$674K ﹤0.01%
77,977
-16,585
4160
$672K ﹤0.01%
45,177
-1,572
4161
$671K ﹤0.01%
20,719
4162
$670K ﹤0.01%
73,304
-1,245
4163
$669K ﹤0.01%
16,104
-40,298
4164
$667K ﹤0.01%
6,728
+4,014
4165
$667K ﹤0.01%
+20,194
4166
$667K ﹤0.01%
80,572
-23,472
4167
$665K ﹤0.01%
14,754
-6,190
4168
$665K ﹤0.01%
78,770
-18,679
4169
$664K ﹤0.01%
80,629
-417,381
4170
$664K ﹤0.01%
25,708
-5,335
4171
$663K ﹤0.01%
76,754
-31,601
4172
$663K ﹤0.01%
27,509
-242
4173
$660K ﹤0.01%
232,488
-160,131
4174
$660K ﹤0.01%
34,950
+16,650
4175
$658K ﹤0.01%
21,071
-790