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
4201
$635K ﹤0.01%
29,654
-19,708
4202
$635K ﹤0.01%
13,497
-4,226
4203
$635K ﹤0.01%
292,428
-289,455
4204
$634K ﹤0.01%
36,564
-68,480
4205
$633K ﹤0.01%
46,218
-8,906
4206
$632K ﹤0.01%
75,837
+8,326
4207
$630K ﹤0.01%
29,302
-422
4208
$628K ﹤0.01%
114,999
-3,984
4209
$627K ﹤0.01%
60,826
+34,480
4210
$626K ﹤0.01%
45,682
-66,011
4211
$625K ﹤0.01%
51,530
-4,609
4212
$624K ﹤0.01%
27,654
-12,171
4213
$621K ﹤0.01%
15,000
+5,482
4214
$621K ﹤0.01%
162,065
+107,199
4215
$620K ﹤0.01%
12,209
-2,850
4216
$620K ﹤0.01%
24,242
+20,029
4217
$618K ﹤0.01%
43,270
-6,194
4218
$617K ﹤0.01%
9,088
-3,944
4219
$617K ﹤0.01%
10,539
+150
4220
$617K ﹤0.01%
32,601
+2,187
4221
$615K ﹤0.01%
52,748
+1,733
4222
$615K ﹤0.01%
20,906
-478,091
4223
$613K ﹤0.01%
63,350
-39,955
4224
$613K ﹤0.01%
26,450
-1,993
4225
$612K ﹤0.01%
44,641
-12,521