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
4851
$207K ﹤0.01%
30,181
-32,456
4852
$206K ﹤0.01%
56,662
-518,716
4853
$206K ﹤0.01%
11,157
-6,649
4854
$205K ﹤0.01%
27,301
+1,896
4855
$204K ﹤0.01%
9,529
-11,097
4856
$204K ﹤0.01%
4,880
-2,540
4857
$204K ﹤0.01%
26,362
+26,096
4858
$204K ﹤0.01%
11,014
+2,904
4859
$203K ﹤0.01%
11,730
-15,939
4860
$203K ﹤0.01%
6,880
+5,154
4861
$203K ﹤0.01%
15,218
+228
4862
$203K ﹤0.01%
8,714
-565
4863
$202K ﹤0.01%
13,342
+7,959
4864
$202K ﹤0.01%
371,635
-118,388
4865
$202K ﹤0.01%
22,832
+16,097
4866
$202K ﹤0.01%
13,848
-7,534
4867
$201K ﹤0.01%
17,315
+15,756
4868
$201K ﹤0.01%
22,279
-7,114
4869
$201K ﹤0.01%
22,732
+3,548
4870
$201K ﹤0.01%
64,102
+41,231
4871
$201K ﹤0.01%
6,229
-10,729
4872
$200K ﹤0.01%
20,469
-42,910
4873
$199K ﹤0.01%
122,383
-13,437
4874
$199K ﹤0.01%
21,794
+2,730
4875
$199K ﹤0.01%
31,165
+27,204