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
4376
$491K ﹤0.01%
77,878
+21,635
4377
$488K ﹤0.01%
15,498
-1,006
4378
$487K ﹤0.01%
53,370
-86,645
4379
$487K ﹤0.01%
10,355
+279
4380
$487K ﹤0.01%
40,898
+19,615
4381
$486K ﹤0.01%
135,106
-27,354
4382
$486K ﹤0.01%
56,924
+491
4383
$484K ﹤0.01%
23,451
+4,798
4384
$484K ﹤0.01%
10,814
+4,023
4385
$483K ﹤0.01%
18,300
4386
$483K ﹤0.01%
26,419
-251,435
4387
$483K ﹤0.01%
268,294
-239,158
4388
$481K ﹤0.01%
120,151
-41,306
4389
$480K ﹤0.01%
17,907
-58,673
4390
$480K ﹤0.01%
84,936
-421,091
4391
$479K ﹤0.01%
25,467
-2,770
4392
$478K ﹤0.01%
21,903
+1,844
4393
$477K ﹤0.01%
151,359
-717,464
4394
$476K ﹤0.01%
228,621
-343,677
4395
$476K ﹤0.01%
24,537
+1,965
4396
$475K ﹤0.01%
32,799
+6,264
4397
$475K ﹤0.01%
336,849
-1,346,961
4398
$474K ﹤0.01%
46,293
+35,670
4399
$473K ﹤0.01%
9,968
+9,966
4400
$473K ﹤0.01%
20,971
-7,770