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
4426
$449K ﹤0.01%
17,237
-40,839
4427
$448K ﹤0.01%
47,987
-9,997
4428
$448K ﹤0.01%
42,431
+40,262
4429
$448K ﹤0.01%
40,029
-4,522
4430
$445K ﹤0.01%
197,983
+137,564
4431
$445K ﹤0.01%
42,986
-26,532
4432
$444K ﹤0.01%
12,206
-1,917
4433
$444K ﹤0.01%
17,866
4434
$444K ﹤0.01%
42,768
-27,095
4435
$443K ﹤0.01%
16,536
+10,205
4436
$441K ﹤0.01%
42,359
-22,078
4437
$441K ﹤0.01%
173,524
-22,194
4438
$437K ﹤0.01%
15,142
-7,367
4439
$436K ﹤0.01%
132,238
+89,868
4440
$435K ﹤0.01%
23,073
-159,605
4441
$435K ﹤0.01%
81,427
+53,888
4442
$433K ﹤0.01%
58,262
-669
4443
$433K ﹤0.01%
12,204
-10
4444
$433K ﹤0.01%
15,049
-162
4445
$430K ﹤0.01%
37,299
-1,629
4446
$430K ﹤0.01%
33,700
-796
4447
$430K ﹤0.01%
129,048
+95,452
4448
$430K ﹤0.01%
21,131
-11,606
4449
$429K ﹤0.01%
12,994
-88,679
4450
$429K ﹤0.01%
29,157
-2,169