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
5401
$57.9K ﹤0.01%
12,083
5402
$57.9K ﹤0.01%
937
-1,779
5403
$57.5K ﹤0.01%
6,456
+5,693
5404
$57.5K ﹤0.01%
2,201
-2,077
5405
$57.4K ﹤0.01%
486
-95
5406
$57.4K ﹤0.01%
3,140
-1,460
5407
$56.8K ﹤0.01%
1,035
+178
5408
$56.8K ﹤0.01%
7,726
5409
$56.8K ﹤0.01%
6,908
5410
$56.6K ﹤0.01%
5,735
5411
$56.6K ﹤0.01%
13,068
+11,359
5412
$56.3K ﹤0.01%
17,609
+72
5413
$56.3K ﹤0.01%
4,259
5414
$56.3K ﹤0.01%
6,468
-327,894
5415
$56.1K ﹤0.01%
12,728
5416
$56K ﹤0.01%
26,268
-243
5417
$55.6K ﹤0.01%
+5,494
5418
$55.3K ﹤0.01%
+2,636
5419
$55.3K ﹤0.01%
2,700
5420
$55.3K ﹤0.01%
2,749
-380
5421
$55.3K ﹤0.01%
6,414
-2,557
5422
$55.2K ﹤0.01%
2,046
-7
5423
$55.2K ﹤0.01%
7,107
5424
$55.2K ﹤0.01%
10,613
-100
5425
$55K ﹤0.01%
754
+731