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
5176
$110K ﹤0.01%
22,600
-5,892
5177
$110K ﹤0.01%
1,416
-4,934
5178
$110K ﹤0.01%
5,063
-33
5179
$110K ﹤0.01%
30,470
5180
$110K ﹤0.01%
7,384
-508
5181
$109K ﹤0.01%
313
+300
5182
$108K ﹤0.01%
1,278
+764
5183
$108K ﹤0.01%
180
-200
5184
$108K ﹤0.01%
3,007
-406
5185
$108K ﹤0.01%
11,314
5186
$108K ﹤0.01%
10,000
5187
$107K ﹤0.01%
3,934
-175
5188
$107K ﹤0.01%
7,274
-4,155
5189
$106K ﹤0.01%
7,988
-14
5190
$106K ﹤0.01%
5,424
5191
$106K ﹤0.01%
11,801
+5,997
5192
$105K ﹤0.01%
4,555
-634
5193
$105K ﹤0.01%
3,416
-413
5194
$105K ﹤0.01%
17,481
+3,914
5195
$105K ﹤0.01%
3,426
-55,471
5196
$105K ﹤0.01%
+3,002
5197
$105K ﹤0.01%
+3,200
5198
$105K ﹤0.01%
13,800
-2,200
5199
$104K ﹤0.01%
12,216
-13,700
5200
$103K ﹤0.01%
4,539
+40