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
5076
$142K ﹤0.01%
70,764
+70,725
5077
$142K ﹤0.01%
21,281
+11
5078
$141K ﹤0.01%
+37
5079
$141K ﹤0.01%
17,805
-1,062
5080
$141K ﹤0.01%
10,603
+1,799
5081
$140K ﹤0.01%
+13,326
5082
$140K ﹤0.01%
14,189
-5,751
5083
$140K ﹤0.01%
4,554
5084
$140K ﹤0.01%
7,026
+5,417
5085
$139K ﹤0.01%
6,743
+5,955
5086
$139K ﹤0.01%
3,977
-152
5087
$139K ﹤0.01%
5,983
+653
5088
$139K ﹤0.01%
43,157
+654
5089
$139K ﹤0.01%
7,844
-5,772
5090
$138K ﹤0.01%
40,597
-24,995
5091
$138K ﹤0.01%
11,044
-5,494
5092
$137K ﹤0.01%
20,884
-13,086
5093
$137K ﹤0.01%
19,357
-922
5094
$137K ﹤0.01%
8,192
-2,339
5095
$136K ﹤0.01%
3,246
-36,738
5096
$136K ﹤0.01%
12,407
+4,880
5097
$136K ﹤0.01%
35,126
-882
5098
$135K ﹤0.01%
11,625
-302,301
5099
$135K ﹤0.01%
5,139
+3,879
5100
$135K ﹤0.01%
6,905
+6,892