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
4801
$229K ﹤0.01%
19,319
-3,396
4802
$229K ﹤0.01%
5,497
-3,381
4803
$229K ﹤0.01%
20,230
-167,632
4804
$228K ﹤0.01%
17,153
+14,847
4805
$227K ﹤0.01%
10,851
-2,028
4806
$226K ﹤0.01%
30,419
+1,320
4807
$226K ﹤0.01%
28,195
+2,711
4808
$226K ﹤0.01%
27,974
+759
4809
$225K ﹤0.01%
63,574
-107,041
4810
$224K ﹤0.01%
5,834
-2,482
4811
$224K ﹤0.01%
57,657
-311,078
4812
$224K ﹤0.01%
125,243
-76
4813
$224K ﹤0.01%
16,901
4814
$224K ﹤0.01%
26,066
+179
4815
$222K ﹤0.01%
7,729
+5
4816
$221K ﹤0.01%
192,533
-1,117,878
4817
$221K ﹤0.01%
11,597
-23,118
4818
$220K ﹤0.01%
8,295
+2,014
4819
$219K ﹤0.01%
23,450
+16,348
4820
$218K ﹤0.01%
2,190
-1,900
4821
$218K ﹤0.01%
9,620
+8,090
4822
$217K ﹤0.01%
53,539
+53,484
4823
$217K ﹤0.01%
66,179
+23,972
4824
$217K ﹤0.01%
13,918
+7,699
4825
$217K ﹤0.01%
11,612
+3,038