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
4676
$281K ﹤0.01%
25,567
-109,195
4677
$280K ﹤0.01%
40,473
+76
4678
$279K ﹤0.01%
57,843
+54,440
4679
$277K ﹤0.01%
31,909
-13,094
4680
$277K ﹤0.01%
32,501
-9,469
4681
$277K ﹤0.01%
7,574
-308
4682
$276K ﹤0.01%
8,347
+521
4683
$276K ﹤0.01%
42,763
-122,598
4684
$276K ﹤0.01%
23,430
-2,565
4685
$275K ﹤0.01%
3,208
-1,412
4686
$275K ﹤0.01%
47,026
-5,377
4687
$274K ﹤0.01%
65,742
-38,749
4688
$273K ﹤0.01%
7,746
-160
4689
$273K ﹤0.01%
+10,750
4690
$273K ﹤0.01%
1,749
-1,700
4691
$273K ﹤0.01%
22,651
-6,868
4692
$271K ﹤0.01%
17,965
-13,089
4693
$269K ﹤0.01%
16,006
-173
4694
$269K ﹤0.01%
4,025
-825
4695
$268K ﹤0.01%
36,977
-216
4696
$268K ﹤0.01%
6,832
-1,311
4697
$268K ﹤0.01%
17,756
+789
4698
$267K ﹤0.01%
27,240
+24,837
4699
$266K ﹤0.01%
46,339
-13,581
4700
$266K ﹤0.01%
11,426
+5,723