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
4551
$360K ﹤0.01%
28,095
-471,942
4552
$359K ﹤0.01%
5,235
-16,361
4553
$358K ﹤0.01%
4,633
-1,113
4554
$357K ﹤0.01%
83,511
+4,694
4555
$356K ﹤0.01%
17,928
-11,760
4556
$356K ﹤0.01%
16,433
-128,998
4557
$355K ﹤0.01%
9,971
+265
4558
$353K ﹤0.01%
156,162
-15,676
4559
$351K ﹤0.01%
35,321
+3,723
4560
$351K ﹤0.01%
14,636
-125
4561
$350K ﹤0.01%
45,191
+26,064
4562
$350K ﹤0.01%
20,314
-6,182
4563
$349K ﹤0.01%
47,088
-9,891
4564
$348K ﹤0.01%
27,385
-22,197
4565
$348K ﹤0.01%
154,633
-18,107
4566
$348K ﹤0.01%
17,043
+10,498
4567
$348K ﹤0.01%
20,412
+2,401
4568
$347K ﹤0.01%
84,610
+42,182
4569
$346K ﹤0.01%
19,239
-311
4570
$345K ﹤0.01%
68,289
-585,050
4571
$344K ﹤0.01%
72,323
+57,863
4572
$341K ﹤0.01%
110,021
-15,966
4573
$340K ﹤0.01%
49,327
+9,766
4574
$340K ﹤0.01%
16,658
-1,793
4575
$340K ﹤0.01%
7,247
+1,289