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
4926
$185K ﹤0.01%
40,121
+2,840
4927
$185K ﹤0.01%
19,103
-19,024
4928
$185K ﹤0.01%
9,615
-14,273
4929
$185K ﹤0.01%
17,060
-8,299
4930
$184K ﹤0.01%
156,282
-60
4931
$184K ﹤0.01%
4,210
-831
4932
$184K ﹤0.01%
17,915
-5,585
4933
$184K ﹤0.01%
6,715
+1,695
4934
$183K ﹤0.01%
5,121
-5,244
4935
$183K ﹤0.01%
35,407
-722
4936
$183K ﹤0.01%
38,031
+37,826
4937
$182K ﹤0.01%
16,910
-3,000
4938
$182K ﹤0.01%
110,234
-18,552
4939
$182K ﹤0.01%
12,738
-7,339
4940
$181K ﹤0.01%
82,817
-43,728
4941
$181K ﹤0.01%
23,450
-10,227
4942
$181K ﹤0.01%
81,412
-23,615
4943
$180K ﹤0.01%
21,425
-5,947
4944
$180K ﹤0.01%
3,354
+2,601
4945
$180K ﹤0.01%
4,280
+603
4946
$179K ﹤0.01%
22,351
-7,275
4947
$179K ﹤0.01%
7,796
+5,844
4948
$179K ﹤0.01%
78,292
+17,531
4949
$179K ﹤0.01%
5,271
-131
4950
$179K ﹤0.01%
5,180
+8