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
4701
$265K ﹤0.01%
11,190
4702
$265K ﹤0.01%
14,702
+986
4703
$264K ﹤0.01%
43,789
-15,499
4704
$264K ﹤0.01%
93,070
+86,478
4705
$264K ﹤0.01%
48,297
-721
4706
$264K ﹤0.01%
44,537
+14,153
4707
$263K ﹤0.01%
2,167
-4,269
4708
$262K ﹤0.01%
42,079
-10,626
4709
$262K ﹤0.01%
8,219
-3,015
4710
$262K ﹤0.01%
27,796
+315
4711
$260K ﹤0.01%
25,668
-12,322
4712
$259K ﹤0.01%
1,217
-708
4713
$259K ﹤0.01%
24,053
+3,082
4714
$259K ﹤0.01%
10,456
-66
4715
$259K ﹤0.01%
93,067
-81,459
4716
$258K ﹤0.01%
7,779
-1,942
4717
$258K ﹤0.01%
3,540
4718
$258K ﹤0.01%
4,192
-1,089
4719
$257K ﹤0.01%
7,354
-1,317
4720
$257K ﹤0.01%
34,579
-28,184
4721
$257K ﹤0.01%
5,279
+2,233
4722
$257K ﹤0.01%
111,522
+23,545
4723
$256K ﹤0.01%
5,219
+1,419
4724
$256K ﹤0.01%
261,368
-12,066
4725
$256K ﹤0.01%
184,121
-329,078