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
4751
$250K ﹤0.01%
47,213
-61,420
4752
$249K ﹤0.01%
12,834
-305,340
4753
$249K ﹤0.01%
11,642
+9,710
4754
$249K ﹤0.01%
108,459
-25,900
4755
$249K ﹤0.01%
20,835
+7,088
4756
$248K ﹤0.01%
14,630
-2,282
4757
$246K ﹤0.01%
5,547
-22,656
4758
$246K ﹤0.01%
21,525
+1,075
4759
$246K ﹤0.01%
54,574
-1,039
4760
$246K ﹤0.01%
5,903
-3,947
4761
$245K ﹤0.01%
7,533
-33,826
4762
$245K ﹤0.01%
162,939
+147,691
4763
$245K ﹤0.01%
15,856
-6,737
4764
$244K ﹤0.01%
24,608
-15,566
4765
$244K ﹤0.01%
34,260
-9,589
4766
$244K ﹤0.01%
2,000
4767
$244K ﹤0.01%
60,728
+8,669
4768
$243K ﹤0.01%
67,624
-1,542
4769
$243K ﹤0.01%
6,257
-9,736
4770
$243K ﹤0.01%
35,716
-49,739
4771
$242K ﹤0.01%
8,088
+401
4772
$242K ﹤0.01%
19,931
+15,199
4773
$242K ﹤0.01%
22,545
-3,500
4774
$242K ﹤0.01%
35,781
+26,097
4775
$242K ﹤0.01%
7,828
-4