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
4501
$397K ﹤0.01%
2,854
+325
4502
$395K ﹤0.01%
6,953
+174
4503
$395K ﹤0.01%
328,926
+78,468
4504
$393K ﹤0.01%
147,227
4505
$393K ﹤0.01%
26,741
-27,191
4506
$392K ﹤0.01%
46,927
-252
4507
$392K ﹤0.01%
15,382
+12,824
4508
$392K ﹤0.01%
+6,101
4509
$389K ﹤0.01%
58,686
+55,414
4510
$388K ﹤0.01%
98,586
-17,820
4511
$388K ﹤0.01%
5,319
-1,916
4512
$387K ﹤0.01%
11,776
+234
4513
$386K ﹤0.01%
153,652
+63,119
4514
$383K ﹤0.01%
13,824
-30,046
4515
$383K ﹤0.01%
24,072
+539
4516
$383K ﹤0.01%
102,510
-34,013
4517
$383K ﹤0.01%
38,357
4518
$383K ﹤0.01%
25,154
+223
4519
$383K ﹤0.01%
19,274
-77,221
4520
$382K ﹤0.01%
34,416
+8,524
4521
$382K ﹤0.01%
43,666
-4,285
4522
$382K ﹤0.01%
103,484
-974,478
4523
$382K ﹤0.01%
12,942
-148,536
4524
$381K ﹤0.01%
43,490
+43,109
4525
$380K ﹤0.01%
6,943
-3,074