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
4301
$559K ﹤0.01%
48,587
-23,013
4302
$559K ﹤0.01%
22,407
-2,979
4303
$557K ﹤0.01%
10,982
-3,063
4304
$556K ﹤0.01%
139,335
-88,795
4305
$555K ﹤0.01%
5,580
+5
4306
$554K ﹤0.01%
68,821
-3,864
4307
$553K ﹤0.01%
82,231
-192,974
4308
$553K ﹤0.01%
14,625
-5,881
4309
$552K ﹤0.01%
11,697
-2,170
4310
$552K ﹤0.01%
27,567
-4,490
4311
$551K ﹤0.01%
29,268
-16,267
4312
$550K ﹤0.01%
151,127
-55,075
4313
$549K ﹤0.01%
47,844
+4,769
4314
$548K ﹤0.01%
24,066
+3,335
4315
$547K ﹤0.01%
119,479
+3,028
4316
$546K ﹤0.01%
56,597
-912,991
4317
$544K ﹤0.01%
8,026
-2,308
4318
$544K ﹤0.01%
2,958
+888
4319
$543K ﹤0.01%
7,113
-23,414
4320
$543K ﹤0.01%
18,856
+1,898
4321
$542K ﹤0.01%
7,833
+5,585
4322
$542K ﹤0.01%
4,102
-326
4323
$541K ﹤0.01%
43,805
+2,712
4324
$541K ﹤0.01%
30,611
-50,073
4325
$540K ﹤0.01%
29,882
+29,722