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
4976
$172K ﹤0.01%
7,270
-125
4977
$172K ﹤0.01%
14,739
-886
4978
$172K ﹤0.01%
52,411
+39,299
4979
$171K ﹤0.01%
10,659
-77,178
4980
$171K ﹤0.01%
18,315
-9
4981
$171K ﹤0.01%
20,490
+7,328
4982
$170K ﹤0.01%
783
-349
4983
$170K ﹤0.01%
9,347
-1,502
4984
$169K ﹤0.01%
6,726
+5,907
4985
$169K ﹤0.01%
33,626
+33,526
4986
$169K ﹤0.01%
11,946
-28,446
4987
$169K ﹤0.01%
5,314
-517
4988
$168K ﹤0.01%
53,228
-18,061
4989
$168K ﹤0.01%
33,424
-11,380
4990
$168K ﹤0.01%
21,657
-14,439
4991
$168K ﹤0.01%
110,986
-583,916
4992
$167K ﹤0.01%
38,099
-19,800
4993
$167K ﹤0.01%
6,532
+613
4994
$167K ﹤0.01%
7,325
-663
4995
$166K ﹤0.01%
48,566
-12,028
4996
$166K ﹤0.01%
4,466
-8,105
4997
$166K ﹤0.01%
47,103
+3,360
4998
$166K ﹤0.01%
8,648
-1,806
4999
$166K ﹤0.01%
7,399
-5,240
5000
$165K ﹤0.01%
8,350