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
4626
$311K ﹤0.01%
72,936
-16,385
4627
$311K ﹤0.01%
29,583
-13,067
4628
$310K ﹤0.01%
20,583
4629
$309K ﹤0.01%
55,503
+43,955
4630
$308K ﹤0.01%
43,432
-67,971
4631
$308K ﹤0.01%
13,177
+6,353
4632
$308K ﹤0.01%
15,727
-4,864
4633
$307K ﹤0.01%
13,300
+1,004
4634
$306K ﹤0.01%
29,694
-10,478
4635
$305K ﹤0.01%
178,630
-68,420
4636
$304K ﹤0.01%
15,499
+937
4637
$304K ﹤0.01%
8,772
-87,738
4638
$303K ﹤0.01%
40,180
+991
4639
$301K ﹤0.01%
15,096
+14,251
4640
$301K ﹤0.01%
22,004
+2,163
4641
$301K ﹤0.01%
117,672
-43,972
4642
$300K ﹤0.01%
26,519
+6,701
4643
$300K ﹤0.01%
17,878
+4,463
4644
$300K ﹤0.01%
74,093
-999,620
4645
$300K ﹤0.01%
15,547
-7,088
4646
$299K ﹤0.01%
55,830
-237,556
4647
$299K ﹤0.01%
6,261
-12,459
4648
$299K ﹤0.01%
20,226
+12,522
4649
$298K ﹤0.01%
208,680
-237,513
4650
$298K ﹤0.01%
30,967
-35,625