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
5501
$42.6K ﹤0.01%
+1,235
5502
$42.4K ﹤0.01%
1,910
5503
$42.1K ﹤0.01%
+10,000
5504
$41.9K ﹤0.01%
1,430
-2,838
5505
$41.9K ﹤0.01%
2,022
+34
5506
$41.8K ﹤0.01%
8,744
+7,344
5507
$41.8K ﹤0.01%
+1,173
5508
$41.7K ﹤0.01%
+8
5509
$41.5K ﹤0.01%
930
-452
5510
$41.3K ﹤0.01%
13,627
-10,919
5511
$41.1K ﹤0.01%
14,090
-3,263
5512
$40.7K ﹤0.01%
4,560
-60,327
5513
$40.6K ﹤0.01%
4,471
-246
5514
$40.5K ﹤0.01%
5,985
-2,931
5515
$40.3K ﹤0.01%
+2,955
5516
$39.9K ﹤0.01%
762
-120
5517
$39.9K ﹤0.01%
11,183
+2,632
5518
0
5519
$39.5K ﹤0.01%
1,627
5520
$39.4K ﹤0.01%
2,085
5521
$39.3K ﹤0.01%
2,622
+394
5522
$39.3K ﹤0.01%
8,042
5523
$39.3K ﹤0.01%
599
+512
5524
$39.3K ﹤0.01%
6,437
+1,638
5525
$39.2K ﹤0.01%
743