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
4351
$515K ﹤0.01%
67,813
+7,297
4352
$514K ﹤0.01%
10,485
-1,579
4353
$512K ﹤0.01%
393,738
-773,993
4354
$510K ﹤0.01%
85,023
-60,921
4355
$509K ﹤0.01%
211,225
-434,252
4356
$509K ﹤0.01%
41,116
-9,285
4357
$508K ﹤0.01%
24,297
+1,094
4358
$507K ﹤0.01%
42,795
+356
4359
$505K ﹤0.01%
88,669
-62,006
4360
$505K ﹤0.01%
14,780
-32,503
4361
$503K ﹤0.01%
12,529
-4,549
4362
$502K ﹤0.01%
24,713
-3,562
4363
$502K ﹤0.01%
50,177
-7,641
4364
$500K ﹤0.01%
364,854
-376,397
4365
$499K ﹤0.01%
61,451
-145,662
4366
$498K ﹤0.01%
101,667
-12,414
4367
$496K ﹤0.01%
21,800
+19,784
4368
$494K ﹤0.01%
91,179
+86,639
4369
$494K ﹤0.01%
12,762
-207
4370
$494K ﹤0.01%
30,402
+29,933
4371
$493K ﹤0.01%
31,946
-11,206
4372
$492K ﹤0.01%
160,354
-15,995
4373
$492K ﹤0.01%
21,856
+4,067
4374
$492K ﹤0.01%
81,703
+12,129
4375
$491K ﹤0.01%
95,104
+28,323