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
5226
$97.8K ﹤0.01%
3,180
+1,322
5227
$97.4K ﹤0.01%
24,567
+4,128
5228
$97.3K ﹤0.01%
31,171
5229
$97K ﹤0.01%
3,149
-128
5230
$96.8K ﹤0.01%
14,946
-1,626
5231
$96.3K ﹤0.01%
7,053
+444
5232
$96.3K ﹤0.01%
13,564
+1,137
5233
$96.3K ﹤0.01%
6,546
-10,339
5234
$96.2K ﹤0.01%
1,028
5235
$95.4K ﹤0.01%
9,018
-8,436
5236
$95.2K ﹤0.01%
4,962
+363
5237
$95.1K ﹤0.01%
13,563
-5,197
5238
$95K ﹤0.01%
3,495
5239
$94.7K ﹤0.01%
1,922
-31,803
5240
$93.9K ﹤0.01%
97,803
-196,709
5241
$93.8K ﹤0.01%
102,528
-90,931
5242
$93.8K ﹤0.01%
15,924
+840
5243
$93.7K ﹤0.01%
3,776
-1,937
5244
$93.7K ﹤0.01%
4,754
-1,128
5245
$93.5K ﹤0.01%
4,951
-276
5246
$93K ﹤0.01%
1,189
-25
5247
$92.8K ﹤0.01%
7,224
-304
5248
$92.6K ﹤0.01%
14,815
-4,215
5249
$92.6K ﹤0.01%
33,669
-17,819
5250
$92.3K ﹤0.01%
801
+6