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
5626
$26K ﹤0.01%
5,350
+269
5627
$25.7K ﹤0.01%
701
5628
$25.6K ﹤0.01%
600
5629
$25.5K ﹤0.01%
710
-197
5630
$25.4K ﹤0.01%
18,038
-5,203
5631
$25.4K ﹤0.01%
944
5632
$25.3K ﹤0.01%
237
+151
5633
$25.2K ﹤0.01%
9,041
-40
5634
$25.1K ﹤0.01%
11,010
-1,773
5635
$24.9K ﹤0.01%
3,022
-539,090
5636
$24.9K ﹤0.01%
50
5637
$24.8K ﹤0.01%
3,299
+72
5638
$24.7K ﹤0.01%
5,500
-7,516
5639
$24.7K ﹤0.01%
2,563
-3,835
5640
$24.6K ﹤0.01%
12,420
+8,682
5641
$24.6K ﹤0.01%
+176,655
5642
$24.5K ﹤0.01%
10,250
-71,098
5643
$24.3K ﹤0.01%
+5,950
5644
$24.2K ﹤0.01%
+1,137
5645
$24.1K ﹤0.01%
24,667
5646
$24.1K ﹤0.01%
921
+165
5647
$24K ﹤0.01%
9,576
-6,750
5648
$23.8K ﹤0.01%
1,102
+12
5649
$23.7K ﹤0.01%
5,212
-24,611
5650
$23.5K ﹤0.01%
1,300
+1,000