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
5301
$78.6K ﹤0.01%
3,604
-20
5302
$78.6K ﹤0.01%
972
-1,059
5303
$78.3K ﹤0.01%
8,609
-3,127
5304
$78.2K ﹤0.01%
12,499
-4,263
5305
$77.5K ﹤0.01%
12,625
-9,558
5306
$77.5K ﹤0.01%
2,196
-71,159
5307
$77.4K ﹤0.01%
1,071
5308
$77.2K ﹤0.01%
+17,312
5309
$77.1K ﹤0.01%
6,084
-107,334
5310
$76.9K ﹤0.01%
9,582
-15,816
5311
$76.4K ﹤0.01%
4,285
-2,740
5312
$76.2K ﹤0.01%
34,480
-24,438
5313
$76.1K ﹤0.01%
5,966
5314
$75.9K ﹤0.01%
215,536
-104,109
5315
$75.8K ﹤0.01%
4,550
-493
5316
$75.7K ﹤0.01%
5,153
+349
5317
$75.7K ﹤0.01%
15,743
-12,102
5318
$75.1K ﹤0.01%
+25,105
5319
$74.9K ﹤0.01%
+7,312
5320
$74.6K ﹤0.01%
2,377
+1,737
5321
$74.5K ﹤0.01%
1,000
5322
$74.3K ﹤0.01%
13,267
-17,895
5323
$74.3K ﹤0.01%
12,458
+5,927
5324
$74.1K ﹤0.01%
2,205
-1,054
5325
$74K ﹤0.01%
+3,680