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
4726
$256K ﹤0.01%
3,037
+2,498
4727
$256K ﹤0.01%
5,099
-248
4728
$255K ﹤0.01%
65,563
-1,820
4729
0
4730
$255K ﹤0.01%
4,415
+671
4731
$255K ﹤0.01%
43,384
-26,724
4732
$255K ﹤0.01%
66,465
-24,577
4733
$254K ﹤0.01%
27,833
+21,168
4734
$254K ﹤0.01%
11,898
-11,944
4735
$254K ﹤0.01%
7,959
-34
4736
$254K ﹤0.01%
13,798
-6,262
4737
$254K ﹤0.01%
10,679
+1,788
4738
$254K ﹤0.01%
8,612
-10,099
4739
$253K ﹤0.01%
7,073
-911
4740
$253K ﹤0.01%
26,058
-4,215
4741
$253K ﹤0.01%
53,856
-814
4742
$252K ﹤0.01%
+1,556
4743
$252K ﹤0.01%
+36,818
4744
$252K ﹤0.01%
16,498
-2,357
4745
$252K ﹤0.01%
103,162
-161,222
4746
$252K ﹤0.01%
15,247
-17,989
4747
$252K ﹤0.01%
8,200
4748
$251K ﹤0.01%
21,147
-2,590
4749
$251K ﹤0.01%
15,183
-11,432
4750
$250K ﹤0.01%
154,486
+1,555