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
4876
$199K ﹤0.01%
60,923
-8,418
4877
$199K ﹤0.01%
+8,397
4878
$198K ﹤0.01%
92,790
-14,208
4879
$197K ﹤0.01%
10,881
+1,365
4880
$197K ﹤0.01%
+5,345
4881
$196K ﹤0.01%
8,054
-6,009
4882
$196K ﹤0.01%
7,368
-196
4883
$196K ﹤0.01%
21,554
-10,636
4884
$196K ﹤0.01%
+38,898
4885
$196K ﹤0.01%
13,584
-26,445
4886
$195K ﹤0.01%
4,648
+3,328
4887
$195K ﹤0.01%
32,973
+7,677
4888
$195K ﹤0.01%
20,778
-22,467
4889
$195K ﹤0.01%
54,524
-2,762
4890
$194K ﹤0.01%
19,074
+5,912
4891
$194K ﹤0.01%
61,085
-14,064
4892
$194K ﹤0.01%
42,969
-13,856
4893
$194K ﹤0.01%
13,030
+8,842
4894
$193K ﹤0.01%
7,144
-1,108
4895
$193K ﹤0.01%
22,885
+63
4896
$193K ﹤0.01%
5,270
4897
$193K ﹤0.01%
4,026
+3,214
4898
$193K ﹤0.01%
3,470
+34
4899
$192K ﹤0.01%
19,969
-7,948
4900
$192K ﹤0.01%
20,699
-8,656