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
4601
$327K ﹤0.01%
12,967
-2,293
4602
$326K ﹤0.01%
16,455
-10,782
4603
$325K ﹤0.01%
13,437
+2,115
4604
$325K ﹤0.01%
7,767
-20,854
4605
$323K ﹤0.01%
70,369
-16,608
4606
$321K ﹤0.01%
115,196
+17,764
4607
$321K ﹤0.01%
24,667
-123,631
4608
$321K ﹤0.01%
1,654
-1,611
4609
$321K ﹤0.01%
41,635
+19
4610
$319K ﹤0.01%
8,945
-7,411
4611
$319K ﹤0.01%
17,953
+14,969
4612
$318K ﹤0.01%
14,689
+6,220
4613
$318K ﹤0.01%
8,376
+6,870
4614
$317K ﹤0.01%
123,494
+25,764
4615
$317K ﹤0.01%
68,185
-247,112
4616
$317K ﹤0.01%
57,316
-1,879
4617
$316K ﹤0.01%
18,390
+4,650
4618
$316K ﹤0.01%
29,930
-5
4619
$316K ﹤0.01%
27,942
-30,684
4620
$315K ﹤0.01%
78,405
-479
4621
$315K ﹤0.01%
27,502
-20,127
4622
$314K ﹤0.01%
53,590
+11,350
4623
$313K ﹤0.01%
14,218
-8,948
4624
$313K ﹤0.01%
28,012
+26,012
4625
$312K ﹤0.01%
12,522
+4,123