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
5151
$118K ﹤0.01%
5,369
-292
5152
$118K ﹤0.01%
34,899
-1,559
5153
$117K ﹤0.01%
25,525
-2,676,938
5154
$117K ﹤0.01%
22,897
+16,672
5155
$117K ﹤0.01%
11,717
-2,843
5156
$116K ﹤0.01%
5,753
-9,483
5157
$116K ﹤0.01%
21,098
-7,142
5158
$116K ﹤0.01%
7,463
-2,996
5159
$116K ﹤0.01%
32,904
-20,249
5160
$116K ﹤0.01%
61,110
+56,867
5161
$116K ﹤0.01%
15,000
-140
5162
$115K ﹤0.01%
12,851
-4,180
5163
$115K ﹤0.01%
3,240
-1,983
5164
$114K ﹤0.01%
31,911
-25,375
5165
$114K ﹤0.01%
3,273
-3,101
5166
$114K ﹤0.01%
15,732
+13,297
5167
$113K ﹤0.01%
63,682
+258
5168
$113K ﹤0.01%
27,232
-4,415
5169
$113K ﹤0.01%
48,230
-99,847
5170
$112K ﹤0.01%
+6,419
5171
$112K ﹤0.01%
4,648
+3,442
5172
$112K ﹤0.01%
4,418
-4,838
5173
$112K ﹤0.01%
45,450
-1,745,480
5174
$112K ﹤0.01%
13,166
5175
$110K ﹤0.01%
5,430
+1,979