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
5051
$150K ﹤0.01%
15,873
-278
5052
$149K ﹤0.01%
204,557
-104,619
5053
$149K ﹤0.01%
4,972
+4,971
5054
$149K ﹤0.01%
1,216
-19,266
5055
$149K ﹤0.01%
6,403
-6,031
5056
$148K ﹤0.01%
+3,152
5057
$148K ﹤0.01%
3,128
-32,094
5058
$148K ﹤0.01%
44,757
-132,807
5059
$147K ﹤0.01%
14,137
-142,267
5060
$147K ﹤0.01%
38,457
+8,902
5061
$146K ﹤0.01%
9,834
-12,873
5062
$146K ﹤0.01%
46,854
-919
5063
$146K ﹤0.01%
3,868
-1,114
5064
$146K ﹤0.01%
67,717
-636
5065
$145K ﹤0.01%
19
+12
5066
$144K ﹤0.01%
14,500
+5,000
5067
$144K ﹤0.01%
1,004
+834
5068
$144K ﹤0.01%
4,176
-318
5069
$144K ﹤0.01%
27,225
5070
$143K ﹤0.01%
3,118
-2,039
5071
$143K ﹤0.01%
12,580
5072
$143K ﹤0.01%
2,215
-14,170
5073
$143K ﹤0.01%
12,008
5074
$143K ﹤0.01%
49,352
-13,767
5075
$142K ﹤0.01%
+6,659