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
4576
$339K ﹤0.01%
22,838
+1,619
4577
$338K ﹤0.01%
66,357
+31,833
4578
$338K ﹤0.01%
45,898
+364
4579
$337K ﹤0.01%
26,869
-15,722
4580
$337K ﹤0.01%
56,639
+1,398
4581
$336K ﹤0.01%
17,051
-2,301
4582
$336K ﹤0.01%
55,199
+2,719
4583
$335K ﹤0.01%
17,749
-17,231
4584
$335K ﹤0.01%
27,833
-31,788
4585
$335K ﹤0.01%
130,683
+107,191
4586
$334K ﹤0.01%
29,192
+7,036
4587
$333K ﹤0.01%
18,016
+395
4588
$332K ﹤0.01%
11,447
-2,057
4589
$331K ﹤0.01%
5,975
+279
4590
$330K ﹤0.01%
21,818
-11,953
4591
$330K ﹤0.01%
19,026
-56,158
4592
$329K ﹤0.01%
10,665
+1,555
4593
$329K ﹤0.01%
25,498
+16,647
4594
$329K ﹤0.01%
12,409
-4,019
4595
$329K ﹤0.01%
18,178
+1,010
4596
$328K ﹤0.01%
52,303
+26,939
4597
$328K ﹤0.01%
29,549
-10,300
4598
$327K ﹤0.01%
145,479
-426,621
4599
$327K ﹤0.01%
12,497
-43,099
4600
$327K ﹤0.01%
31,579
-99,036