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
4401
$472K ﹤0.01%
163,333
-162,278
4402
$470K ﹤0.01%
77,441
+75,024
4403
$469K ﹤0.01%
14,041
-4,263
4404
$468K ﹤0.01%
15,864
+10,764
4405
$468K ﹤0.01%
37,806
+1,679
4406
$468K ﹤0.01%
21,174
+4,455
4407
$465K ﹤0.01%
31,758
+9,542
4408
$464K ﹤0.01%
20,200
+1,722
4409
$464K ﹤0.01%
2,256
+161
4410
$464K ﹤0.01%
14,299
-4,129
4411
$462K ﹤0.01%
12,750
+4,224
4412
$462K ﹤0.01%
12,736
-3,574
4413
$462K ﹤0.01%
156,984
-19,530
4414
$460K ﹤0.01%
380,403
-177,312
4415
$460K ﹤0.01%
5,521
+1,695
4416
$459K ﹤0.01%
40,231
-8,762
4417
$459K ﹤0.01%
10,598
-2,492
4418
$457K ﹤0.01%
16,957
-90,935
4419
$456K ﹤0.01%
55,876
-56,262
4420
$454K ﹤0.01%
95,282
-44,758
4421
$454K ﹤0.01%
66,817
-28,281
4422
$454K ﹤0.01%
506,295
-75,186
4423
$451K ﹤0.01%
152,781
+151,281
4424
$450K ﹤0.01%
398,326
-156,697
4425
$450K ﹤0.01%
33,932
-147,076