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
5251
$91.3K ﹤0.01%
6,766
-4,414
5252
$91.2K ﹤0.01%
1,161
-2,298
5253
$91.1K ﹤0.01%
4,620
-1,530
5254
$90.2K ﹤0.01%
114,216
+8,476
5255
$89.9K ﹤0.01%
12,033
-21,550
5256
$89.9K ﹤0.01%
10,988
5257
$89.8K ﹤0.01%
+37,590
5258
$89.7K ﹤0.01%
700,429
5259
$89.2K ﹤0.01%
17,031
-54,770
5260
$88.6K ﹤0.01%
2,420
+897
5261
$88K ﹤0.01%
10,685
-4,050
5262
$88K ﹤0.01%
+11,984
5263
$87.9K ﹤0.01%
22,088
+16,034
5264
$87.6K ﹤0.01%
1,159
+371
5265
$87.1K ﹤0.01%
3,177
-9,184
5266
$87K ﹤0.01%
3,547
+2,612
5267
$87K ﹤0.01%
+1,495
5268
$86.9K ﹤0.01%
4,132
5269
$86.7K ﹤0.01%
12,669
-1,183
5270
$86.5K ﹤0.01%
8,775
+2,456
5271
$85.7K ﹤0.01%
6,635
5272
$85.2K ﹤0.01%
8,000
5273
$84.9K ﹤0.01%
3,148
-1,088
5274
$84.8K ﹤0.01%
6,005
+458
5275
$84.6K ﹤0.01%
1,453
-751