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
4476
$415K ﹤0.01%
11,693
-1,841
4477
$413K ﹤0.01%
77,142
-505
4478
$412K ﹤0.01%
10,324
+2,634
4479
$412K ﹤0.01%
27,834
-9,695
4480
$411K ﹤0.01%
51,665
-14,750
4481
$410K ﹤0.01%
51,017
+24,606
4482
$410K ﹤0.01%
36,253
+7,861
4483
$410K ﹤0.01%
81,353
4484
$410K ﹤0.01%
13,091
+4,754
4485
$409K ﹤0.01%
141,138
-25,397
4486
$409K ﹤0.01%
127,037
+75
4487
$408K ﹤0.01%
243,060
+28,506
4488
$407K ﹤0.01%
38,800
4489
$406K ﹤0.01%
40,000
4490
$406K ﹤0.01%
55,186
-1,594
4491
$405K ﹤0.01%
52,301
-2,272
4492
$405K ﹤0.01%
37,308
-112,009
4493
$405K ﹤0.01%
15,829
+10,847
4494
$402K ﹤0.01%
17,817
-10,413
4495
$402K ﹤0.01%
48,265
-21,500
4496
$399K ﹤0.01%
52,678
-12,286
4497
$399K ﹤0.01%
48,144
+18,903
4498
$398K ﹤0.01%
4,600
4499
$398K ﹤0.01%
8,780
-9,709
4500
$397K ﹤0.01%
40,360
+14,596