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
4651
$296K ﹤0.01%
78,022
-55,141
4652
$295K ﹤0.01%
149,978
+43,328
4653
$295K ﹤0.01%
10,535
+238
4654
$295K ﹤0.01%
74,319
-30,693
4655
$295K ﹤0.01%
63,767
-37,159
4656
$294K ﹤0.01%
8,806
-65
4657
$294K ﹤0.01%
2,425
+2,424
4658
$294K ﹤0.01%
30,166
+14,985
4659
$293K ﹤0.01%
26,620
-1,279
4660
$290K ﹤0.01%
13,470
-2,617
4661
$289K ﹤0.01%
39,746
-3,156
4662
$289K ﹤0.01%
3,433
-158
4663
$288K ﹤0.01%
81,673
-564,473
4664
$288K ﹤0.01%
11,828
-814
4665
$288K ﹤0.01%
18,974
+613
4666
$287K ﹤0.01%
9,188
-2,388
4667
$287K ﹤0.01%
38,140
+3,973
4668
$287K ﹤0.01%
32,430
-1,232
4669
$286K ﹤0.01%
22,327
-30
4670
$285K ﹤0.01%
19,929
4671
$285K ﹤0.01%
109,853
+25,817
4672
$284K ﹤0.01%
61,310
-80,458
4673
$282K ﹤0.01%
46,370
-4,036
4674
$282K ﹤0.01%
24,412
-55,466
4675
$281K ﹤0.01%
7,127
-46,194