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
5326
$74K ﹤0.01%
10,225
-5,866
5327
$73.8K ﹤0.01%
6,705
-3,871
5328
$73.7K ﹤0.01%
3,454
5329
$73.7K ﹤0.01%
856
+854
5330
$73.5K ﹤0.01%
+10,442
5331
$73.5K ﹤0.01%
13,003
-6,754
5332
$73.2K ﹤0.01%
49,788
-30,130
5333
$73.1K ﹤0.01%
2,173
-15
5334
$72.9K ﹤0.01%
10,000
5335
$72.9K ﹤0.01%
2,778
+402
5336
$72.6K ﹤0.01%
6,429
+522
5337
$72.4K ﹤0.01%
19,246
-33,842
5338
$71.9K ﹤0.01%
3,474
5339
$71.9K ﹤0.01%
1,929
-1,523
5340
$71.5K ﹤0.01%
7,010
-2,453
5341
$71.5K ﹤0.01%
11,897
+5,901
5342
$71K ﹤0.01%
19,189
-34,076
5343
$70.7K ﹤0.01%
3,992
+65
5344
$70.3K ﹤0.01%
60,589
-45,418
5345
$70.1K ﹤0.01%
36,900
+900
5346
$70K ﹤0.01%
+1,684
5347
$70K ﹤0.01%
2,043
-2,182
5348
$70K ﹤0.01%
5,068
-73
5349
$70K ﹤0.01%
8,293
-888
5350
$69.8K ﹤0.01%
+6,253