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
4526
$379K ﹤0.01%
12,432
-3,800
4527
$379K ﹤0.01%
243,018
-255,944
4528
$377K ﹤0.01%
37,331
+1,356
4529
$376K ﹤0.01%
10,129
-3,103
4530
$376K ﹤0.01%
15,945
+3,767
4531
$372K ﹤0.01%
10,337
-154
4532
$371K ﹤0.01%
14,989
-24,809
4533
$369K ﹤0.01%
10,122
+3,562
4534
$369K ﹤0.01%
15,128
-248,741
4535
$369K ﹤0.01%
37,594
-1,629
4536
$367K ﹤0.01%
40,219
-142,938
4537
$366K ﹤0.01%
11,029
-4,520
4538
$366K ﹤0.01%
2,133
-47
4539
$366K ﹤0.01%
16,243
+4,422
4540
$365K ﹤0.01%
17,313
+5,618
4541
$365K ﹤0.01%
1,612
+293
4542
$365K ﹤0.01%
+7,264
4543
$364K ﹤0.01%
15,567
-794
4544
$363K ﹤0.01%
29,739
+27,403
4545
$363K ﹤0.01%
20,839
-1,762
4546
$362K ﹤0.01%
14,568
+400
4547
$362K ﹤0.01%
23,242
+17,413
4548
$361K ﹤0.01%
53,778
-8,029
4549
$361K ﹤0.01%
18,717
-2,713
4550
$361K ﹤0.01%
13,468
+1,692