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
5101
$135K ﹤0.01%
42,162
+12,037
5102
$135K ﹤0.01%
683
+3
5103
$134K ﹤0.01%
18,443
+373
5104
$134K ﹤0.01%
7,708
5105
$134K ﹤0.01%
10,944
5106
$134K ﹤0.01%
46,341
+41,555
5107
$133K ﹤0.01%
8,923
+7,045
5108
$133K ﹤0.01%
6,972
+1,983
5109
$133K ﹤0.01%
+110,028
5110
$133K ﹤0.01%
14,134
-3,984
5111
$133K ﹤0.01%
13,105
-785
5112
$132K ﹤0.01%
23,387
+2,888
5113
$132K ﹤0.01%
19,679
-37,426
5114
$132K ﹤0.01%
15,385
+9,354
5115
$131K ﹤0.01%
3,253
-45,319
5116
$130K ﹤0.01%
6,197
-299
5117
$130K ﹤0.01%
1,070
5118
$129K ﹤0.01%
14,293
+2,508
5119
$128K ﹤0.01%
5,935
+122
5120
$128K ﹤0.01%
4,936
-862
5121
$128K ﹤0.01%
4,185
+29
5122
$128K ﹤0.01%
34,911
-7,217
5123
$128K ﹤0.01%
9,845
-4,361
5124
$128K ﹤0.01%
+7,365
5125
$128K ﹤0.01%
5,791
-1,257