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
5451
$51K ﹤0.01%
2,007
+100
5452
$50.9K ﹤0.01%
+2,500
5453
$50.6K ﹤0.01%
100,290
-956
5454
$50.5K ﹤0.01%
23,156
+20,056
5455
$50.4K ﹤0.01%
+6,809
5456
$50.3K ﹤0.01%
483
+9
5457
$50.3K ﹤0.01%
4,449
+35
5458
$50K ﹤0.01%
5,308
-5,849
5459
$49.9K ﹤0.01%
6,122
+3,688
5460
$49.5K ﹤0.01%
2,407
-1,702
5461
$49.3K ﹤0.01%
+4,000
5462
$49K ﹤0.01%
50,000
5463
$49K ﹤0.01%
8,918
-27,205
5464
$48.8K ﹤0.01%
5,060
-703
5465
$48.7K ﹤0.01%
4,702
-3,220
5466
$48.7K ﹤0.01%
1,754
+5
5467
$48.3K ﹤0.01%
3,433
-5,276
5468
$48.1K ﹤0.01%
6,407
-18,862
5469
$47.8K ﹤0.01%
4,714
+2,322
5470
$47.4K ﹤0.01%
33,635
-24,487
5471
$47.3K ﹤0.01%
2,172
+571
5472
$46.9K ﹤0.01%
3,815
+2,322
5473
$46.8K ﹤0.01%
11,640
-37,261
5474
$46.6K ﹤0.01%
12,438
-2,331
5475
$46.6K ﹤0.01%
2,174
+2,040