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
5526
$39K ﹤0.01%
13,676
-93,813
5527
$38.5K ﹤0.01%
+1,841
5528
$37.9K ﹤0.01%
6,000
-175
5529
$37.7K ﹤0.01%
3,554
+867
5530
$37.6K ﹤0.01%
18,407
-3,988
5531
$37.5K ﹤0.01%
32,303
+4,701
5532
$37.4K ﹤0.01%
2,819
+188
5533
$37.3K ﹤0.01%
4,002
-175,200
5534
$37.3K ﹤0.01%
488
+110
5535
$37.2K ﹤0.01%
2,500
-7,500
5536
$37.2K ﹤0.01%
805
-40
5537
$37.2K ﹤0.01%
4,022
+1,011
5538
$37.1K ﹤0.01%
8,333
5539
$37.1K ﹤0.01%
412
5540
$37K ﹤0.01%
5,681
-7,454
5541
$36.8K ﹤0.01%
3,000
-1,698
5542
$36.6K ﹤0.01%
9,684
-9,766
5543
$36.4K ﹤0.01%
4,106
+1,070
5544
$36.3K ﹤0.01%
4,638
-1,281
5545
$36K ﹤0.01%
83
-163
5546
$35.9K ﹤0.01%
6,329
-2,435
5547
$35.8K ﹤0.01%
5,569
-11,615
5548
$35.5K ﹤0.01%
1,681
-231
5549
$35.5K ﹤0.01%
6,023
-27,759
5550
$35.4K ﹤0.01%
2,112