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
4951
$179K ﹤0.01%
3,855
+1,264
4952
$179K ﹤0.01%
6,007
-1,213
4953
$179K ﹤0.01%
8,479
+3,865
4954
$179K ﹤0.01%
7,145
+6,949
4955
$177K ﹤0.01%
7,652
+104
4956
$177K ﹤0.01%
65,601
+16,236
4957
$177K ﹤0.01%
26,426
+1,926
4958
$177K ﹤0.01%
25,111
+10,652
4959
$177K ﹤0.01%
5,503
+4,244
4960
$177K ﹤0.01%
25,558
+11,426
4961
$176K ﹤0.01%
104,894
-41,949
4962
$176K ﹤0.01%
3,815
4963
$176K ﹤0.01%
22,517
+235
4964
$176K ﹤0.01%
27,424
+22,691
4965
$175K ﹤0.01%
3,300
-738
4966
$175K ﹤0.01%
4,997
-2,021
4967
$175K ﹤0.01%
6,805
+4,104
4968
$175K ﹤0.01%
5,035
-1,005
4969
$174K ﹤0.01%
50,537
+712
4970
$174K ﹤0.01%
308
-414
4971
$174K ﹤0.01%
11,726
-35,314
4972
$173K ﹤0.01%
1,235
+149
4973
$173K ﹤0.01%
6,474
-1,465
4974
$172K ﹤0.01%
3,554
-3,759
4975
$172K ﹤0.01%
49,213
-75,998