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
4326
$538K ﹤0.01%
48,150
-1,577
4327
$537K ﹤0.01%
7,751
+847
4328
$537K ﹤0.01%
23,531
-1,067
4329
$536K ﹤0.01%
38,357
4330
$534K ﹤0.01%
32,965
+6,774
4331
$534K ﹤0.01%
34,455
-174,939
4332
$534K ﹤0.01%
14,711
-5,698
4333
$533K ﹤0.01%
138,892
-77,108
4334
$533K ﹤0.01%
133,199
-6,658
4335
$532K ﹤0.01%
24,426
+4,948
4336
$532K ﹤0.01%
7,556
-317,048
4337
$531K ﹤0.01%
12,647
-8,592
4338
$530K ﹤0.01%
50,000
4339
$530K ﹤0.01%
5,758
-812
4340
$529K ﹤0.01%
38,354
+1,163
4341
$528K ﹤0.01%
23,080
-300
4342
$524K ﹤0.01%
17,326
-447
4343
$523K ﹤0.01%
23,080
-35,644
4344
$522K ﹤0.01%
58,568
-2,705
4345
$522K ﹤0.01%
30,675
-103,127
4346
$521K ﹤0.01%
10,478
-417
4347
$521K ﹤0.01%
5,679
+60
4348
$520K ﹤0.01%
56,856
-5,819
4349
$518K ﹤0.01%
+20,000
4350
$517K ﹤0.01%
198,803
-767,344