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
4826
$217K ﹤0.01%
12,852
-114,009
4827
$216K ﹤0.01%
20,347
-5,185
4828
$216K ﹤0.01%
65,035
-34,732
4829
$216K ﹤0.01%
14,666
-1,250
4830
$215K ﹤0.01%
16,047
-85,898
4831
$214K ﹤0.01%
5,569
+4,648
4832
$214K ﹤0.01%
18,207
-1,190
4833
$214K ﹤0.01%
11,015
-94,854
4834
$214K ﹤0.01%
6,536
-2,021
4835
$213K ﹤0.01%
19,788
-66,413
4836
$213K ﹤0.01%
+6,600
4837
$212K ﹤0.01%
2,047
-1,032
4838
$212K ﹤0.01%
18,227
-9,143
4839
$212K ﹤0.01%
12,833
+9,052
4840
$212K ﹤0.01%
64,915
+20,516
4841
$211K ﹤0.01%
4,644
+93
4842
$211K ﹤0.01%
34,752
-56,298
4843
$210K ﹤0.01%
12,827
-2,425
4844
$209K ﹤0.01%
80,474
+12,935
4845
$209K ﹤0.01%
54,045
-40,794
4846
$209K ﹤0.01%
14,600
+11,787
4847
$209K ﹤0.01%
104,340
-36,828
4848
$209K ﹤0.01%
12,229
-1,761
4849
$208K ﹤0.01%
37,488
+34,158
4850
$207K ﹤0.01%
155,866
-92,222