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
4176
$657K ﹤0.01%
22,578
+3,552
4177
$657K ﹤0.01%
62,246
-7,779
4178
$657K ﹤0.01%
36,185
-2,560
4179
$657K ﹤0.01%
15,671
-5,847
4180
$657K ﹤0.01%
25,714
+8,502
4181
$656K ﹤0.01%
26,087
-28,779
4182
$655K ﹤0.01%
54,797
-107,383
4183
$655K ﹤0.01%
31,028
+6,606
4184
$652K ﹤0.01%
66,970
+3,493
4185
$651K ﹤0.01%
24,429
-18,643
4186
$651K ﹤0.01%
26,719
4187
$649K ﹤0.01%
13,211
+5,827
4188
$649K ﹤0.01%
46,307
-1,742
4189
$649K ﹤0.01%
47,512
-8,652
4190
$646K ﹤0.01%
190,004
-407,040
4191
$645K ﹤0.01%
91,472
-26,162
4192
$643K ﹤0.01%
199,588
-64,403
4193
$642K ﹤0.01%
161,268
+70
4194
$641K ﹤0.01%
19,052
+3,657
4195
$641K ﹤0.01%
136,315
-422,470
4196
$638K ﹤0.01%
20,607
-3,612
4197
$638K ﹤0.01%
46,616
-10,683
4198
$636K ﹤0.01%
22,980
-64,316
4199
$636K ﹤0.01%
60,647
-2,201
4200
$635K ﹤0.01%
40,686
-2,019