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
4226
$612K ﹤0.01%
13,479
-17,513
4227
$611K ﹤0.01%
3,859
-3,780
4228
$609K ﹤0.01%
13,512
-7,880
4229
$608K ﹤0.01%
187,772
+108,517
4230
$608K ﹤0.01%
41,033
-445,447
4231
$608K ﹤0.01%
90,043
-11,513
4232
$608K ﹤0.01%
10,045
+2
4233
$607K ﹤0.01%
14,805
-6,357
4234
$607K ﹤0.01%
363,421
+53,024
4235
$607K ﹤0.01%
19,794
-5,104
4236
$607K ﹤0.01%
22,399
-5,148
4237
$606K ﹤0.01%
49,831
-95,650
4238
$604K ﹤0.01%
12,405
+127
4239
$604K ﹤0.01%
49,464
-8,690
4240
$603K ﹤0.01%
58,133
-2,195
4241
$603K ﹤0.01%
14,000
-1,579
4242
$602K ﹤0.01%
100,571
-221,767
4243
$602K ﹤0.01%
22,429
-121,423
4244
$601K ﹤0.01%
34,938
-4,516
4245
$599K ﹤0.01%
28,611
-23,524
4246
$599K ﹤0.01%
110,145
+21,251
4247
$599K ﹤0.01%
3,494
-189
4248
$597K ﹤0.01%
29,828
-34,697
4249
$596K ﹤0.01%
33,033
-7,050
4250
$596K ﹤0.01%
23,521
-80