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
5601
$28.2K ﹤0.01%
1,014
+147
5602
$28.2K ﹤0.01%
+746
5603
$28K ﹤0.01%
1,844
-1,106
5604
$27.9K ﹤0.01%
1,173
+312
5605
$27.9K ﹤0.01%
51,695
5606
$27.9K ﹤0.01%
+985
5607
$27.9K ﹤0.01%
369
-1,281
5608
$27.8K ﹤0.01%
4,800
+3,360
5609
$27.8K ﹤0.01%
12,922
+832
5610
$27.6K ﹤0.01%
1,046
5611
$27.6K ﹤0.01%
459
-946
5612
$27.3K ﹤0.01%
+5,181
5613
$27.3K ﹤0.01%
6,370
+2,370
5614
$27.2K ﹤0.01%
600
+514
5615
$27K ﹤0.01%
6,212
+49
5616
$27K ﹤0.01%
695
+16
5617
$26.9K ﹤0.01%
2,225
+357
5618
$26.6K ﹤0.01%
3,468
-17,928
5619
$26.6K ﹤0.01%
15,809
+8,967
5620
$26.5K ﹤0.01%
5,000
5621
$26.5K ﹤0.01%
5,811
-694
5622
$26.3K ﹤0.01%
2,020
-17
5623
$26.3K ﹤0.01%
1,120
+13
5624
$26.3K ﹤0.01%
10,500
+6,000
5625
$26.1K ﹤0.01%
4,211
+2,926