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
5551
$35.4K ﹤0.01%
2,109
-670
5552
$35.4K ﹤0.01%
7,945
+7,900
5553
$35.1K ﹤0.01%
31,920
5554
$34.9K ﹤0.01%
12,214
-280
5555
$34.6K ﹤0.01%
12,107
-23,212
5556
$34.6K ﹤0.01%
1,033
5557
$34.5K ﹤0.01%
435
+17
5558
$34.4K ﹤0.01%
11,542
+29
5559
$34.2K ﹤0.01%
2,198
+103
5560
$34.2K ﹤0.01%
541
-100
5561
$34.1K ﹤0.01%
1,259
-170
5562
$34K ﹤0.01%
6,303
5563
$33.9K ﹤0.01%
1,503
+1,322
5564
$33.8K ﹤0.01%
+6,519
5565
$33.7K ﹤0.01%
1,251
-459
5566
$33.7K ﹤0.01%
4,159
+2,128
5567
$33.6K ﹤0.01%
7,706
+1,866
5568
$33.4K ﹤0.01%
21,997
-33,426
5569
$33.3K ﹤0.01%
38,321
-1,095
5570
$33.1K ﹤0.01%
4,432
+1,950
5571
$32.9K ﹤0.01%
2,772
5572
$32.8K ﹤0.01%
1,034
-550
5573
$32.8K ﹤0.01%
+3,997
5574
$32.7K ﹤0.01%
10,912
5575
$32.6K ﹤0.01%
1,608
+1,143