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
5576
$32.4K ﹤0.01%
12,369
-35,217
5577
$32.1K ﹤0.01%
2,230
+35
5578
$32K ﹤0.01%
5,784
+3,210
5579
$31.9K ﹤0.01%
2,835
-2,441
5580
$31.6K ﹤0.01%
3,604
-25,781
5581
$31.2K ﹤0.01%
1,444
-2,971
5582
$31.1K ﹤0.01%
2,461
+397
5583
$31K ﹤0.01%
+4,767
5584
$30.4K ﹤0.01%
1,694
5585
$30.2K ﹤0.01%
2,883
-3,801
5586
$30.1K ﹤0.01%
1,062
5587
$29.9K ﹤0.01%
4,082
-4,225
5588
$29.8K ﹤0.01%
6,923
-8,722
5589
$29.5K ﹤0.01%
4,100
5590
$29.4K ﹤0.01%
8,923
-5,489
5591
$29.3K ﹤0.01%
47,700
5592
$29.2K ﹤0.01%
154
+29
5593
$28.9K ﹤0.01%
2,000
5594
$28.8K ﹤0.01%
3,988
-6,201
5595
$28.8K ﹤0.01%
7,475
+300
5596
$28.6K ﹤0.01%
3,130
-2,051
5597
$28.6K ﹤0.01%
42
-222
5598
$28.5K ﹤0.01%
2,000
5599
$28.5K ﹤0.01%
+1,999
5600
$28.2K ﹤0.01%
798