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
5001
$165K ﹤0.01%
13,445
-5,516
5002
$165K ﹤0.01%
25,830
5003
$164K ﹤0.01%
3,536
-39,170
5004
$164K ﹤0.01%
18,696
-20,026
5005
$164K ﹤0.01%
14,000
5006
$163K ﹤0.01%
6,275
-606
5007
$163K ﹤0.01%
7,992
5008
$163K ﹤0.01%
10,702
+1,450
5009
$163K ﹤0.01%
20,475
+9,115
5010
$162K ﹤0.01%
101,524
-11,985
5011
$162K ﹤0.01%
157,357
-728,679
5012
$162K ﹤0.01%
4,159
+341
5013
$162K ﹤0.01%
47,059
-26,048
5014
$162K ﹤0.01%
39,809
+9,280
5015
$161K ﹤0.01%
6,505
+5,600
5016
$160K ﹤0.01%
+3,292
5017
$160K ﹤0.01%
6,919
+303
5018
$160K ﹤0.01%
75,377
-40,325
5019
$159K ﹤0.01%
86,038
-70,134
5020
$159K ﹤0.01%
10,295
-2,567
5021
$159K ﹤0.01%
15,513
+9,447
5022
$159K ﹤0.01%
32,155
-38,372
5023
$157K ﹤0.01%
2,976
-1,361
5024
$157K ﹤0.01%
4,068
-1,251
5025
$157K ﹤0.01%
60,240