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
5276
$83.9K ﹤0.01%
2,152
5277
$83.7K ﹤0.01%
+1,684
5278
$83.6K ﹤0.01%
897
-721
5279
$83.1K ﹤0.01%
800
-1,084
5280
$83K ﹤0.01%
852
-5,527
5281
$82.9K ﹤0.01%
11,500
+11,489
5282
$82.8K ﹤0.01%
1,815
5283
$82.6K ﹤0.01%
33,984
-4,268
5284
$82.5K ﹤0.01%
11,094
-1,952
5285
$82.1K ﹤0.01%
5,086
-141
5286
$81.7K ﹤0.01%
13,755
-355
5287
$81.5K ﹤0.01%
46,569
-25,521
5288
$81.3K ﹤0.01%
41,687
-1,018,551
5289
$81.3K ﹤0.01%
11,509
-2,143
5290
$81.1K ﹤0.01%
+3,155
5291
$80.7K ﹤0.01%
16,343
-7,500
5292
$80.7K ﹤0.01%
11,218
+3,674
5293
$80.6K ﹤0.01%
3,465
5294
$80.3K ﹤0.01%
134,306
-2,145
5295
$79.9K ﹤0.01%
4,621
-21,092
5296
$79.9K ﹤0.01%
+1,750
5297
$79.4K ﹤0.01%
149,758
-10,602
5298
$79.3K ﹤0.01%
5,862
+5,763
5299
$79.2K ﹤0.01%
9,087
5300
$79K ﹤0.01%
7,119
-11,064