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
5201
$103K ﹤0.01%
24,333
+22
5202
$103K ﹤0.01%
1,730
+1,697
5203
$103K ﹤0.01%
10,539
-1,289
5204
$103K ﹤0.01%
11,957
-5,215
5205
$103K ﹤0.01%
42,217
-30,280
5206
$103K ﹤0.01%
2,587
-26,759
5207
$102K ﹤0.01%
1,302
+728
5208
$102K ﹤0.01%
1,385
-1,241
5209
$102K ﹤0.01%
72,210
-1,371,569
5210
$102K ﹤0.01%
1,766
+6
5211
$102K ﹤0.01%
14,099
+7,657
5212
$101K ﹤0.01%
7,980
-4,331
5213
$101K ﹤0.01%
20,896
+18,883
5214
$101K ﹤0.01%
41,190
-3,313
5215
$101K ﹤0.01%
2,543
-4,384
5216
$100K ﹤0.01%
2,990
5217
$99.9K ﹤0.01%
16,406
-1,124
5218
$99.5K ﹤0.01%
11,642
5219
$99.3K ﹤0.01%
1,927
-1,587
5220
$98.8K ﹤0.01%
7,624
+1,768
5221
$98.4K ﹤0.01%
3,863
+3,354
5222
$98.2K ﹤0.01%
5,000
5223
$97.9K ﹤0.01%
17,185
-24,278
5224
$97.9K ﹤0.01%
20,352
+12,265
5225
$97.9K ﹤0.01%
2,441
-2,269