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
5026
$157K ﹤0.01%
8,415
+1,840
5027
$156K ﹤0.01%
5,202
-21,276
5028
$156K ﹤0.01%
22,798
-18,913
5029
$156K ﹤0.01%
4,978
+84
5030
$156K ﹤0.01%
54,952
-43,387
5031
$155K ﹤0.01%
1,950
-5
5032
$155K ﹤0.01%
3,425
-146
5033
$154K ﹤0.01%
7,324
-3,159
5034
$153K ﹤0.01%
11,812
+197
5035
$153K ﹤0.01%
16,607
+1,079
5036
$153K ﹤0.01%
31,113
-12,989
5037
$153K ﹤0.01%
47,205
+7,951
5038
$153K ﹤0.01%
+3,111
5039
$153K ﹤0.01%
12,836
+7,770
5040
$152K ﹤0.01%
1,112
-284
5041
$152K ﹤0.01%
1,916
+100
5042
$152K ﹤0.01%
7,932
-50,084
5043
$152K ﹤0.01%
33,806
-137,783
5044
$152K ﹤0.01%
4,647
-13,371
5045
$152K ﹤0.01%
7,979
+5,644
5046
$151K ﹤0.01%
38,059
-10,989
5047
$151K ﹤0.01%
34,688
-92,507
5048
$150K ﹤0.01%
30,254
+6,002
5049
$150K ﹤0.01%
2,026
5050
$150K ﹤0.01%
46,857
-33,051