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
4776
$242K ﹤0.01%
63,134
-7,159
4777
$242K ﹤0.01%
27,027
+3,376
4778
$240K ﹤0.01%
5,024
-3,283
4779
$239K ﹤0.01%
75,314
-18,666
4780
$239K ﹤0.01%
28,611
-257,156
4781
$239K ﹤0.01%
56,169
-2,723
4782
$238K ﹤0.01%
25,409
+2,719
4783
$238K ﹤0.01%
11,224
+1,059
4784
$237K ﹤0.01%
10,076
4785
$237K ﹤0.01%
83,899
-18,833
4786
$236K ﹤0.01%
102,821
-25,532
4787
$236K ﹤0.01%
5,360
-8,859
4788
$235K ﹤0.01%
13,838
-298
4789
$234K ﹤0.01%
24,345
-23,118
4790
$234K ﹤0.01%
30,584
+23,306
4791
$233K ﹤0.01%
28,579
+1,000
4792
$233K ﹤0.01%
6,935
4793
$232K ﹤0.01%
8,020
-2,410
4794
$232K ﹤0.01%
62,055
-33,004
4795
$232K ﹤0.01%
2,437
-632
4796
$232K ﹤0.01%
27,985
-158
4797
$231K ﹤0.01%
2,028
4798
$231K ﹤0.01%
12,930
-2,280
4799
$231K ﹤0.01%
55,402
+26,566
4800
$230K ﹤0.01%
7,813
-7,103