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
4451
$427K ﹤0.01%
9,754
-554
4452
$427K ﹤0.01%
14,350
-3,883
4453
$426K ﹤0.01%
45,046
-7,390
4454
$426K ﹤0.01%
28,436
+638
4455
$423K ﹤0.01%
16,790
-30,784
4456
$422K ﹤0.01%
16,593
-6,070
4457
$422K ﹤0.01%
9,368
+996
4458
$422K ﹤0.01%
21,102
4459
$421K ﹤0.01%
336,921
-108,807
4460
$421K ﹤0.01%
14,416
-4,093
4461
$421K ﹤0.01%
27,581
+6,059
4462
$421K ﹤0.01%
54,481
-10,862
4463
$420K ﹤0.01%
20,928
-110
4464
$420K ﹤0.01%
17,083
-18,190
4465
$419K ﹤0.01%
11,789
-10,257
4466
$419K ﹤0.01%
32,650
4467
$418K ﹤0.01%
18,432
-41,424
4468
$418K ﹤0.01%
16,833
+15,541
4469
$418K ﹤0.01%
+82,918
4470
$418K ﹤0.01%
21,309
+17,711
4471
$417K ﹤0.01%
27,542
-62,150
4472
$416K ﹤0.01%
6,550
-4,076
4473
$415K ﹤0.01%
5,149
-6,381
4474
$415K ﹤0.01%
61,587
+40,410
4475
$415K ﹤0.01%
19,028
-16,020