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
5651
$23.4K ﹤0.01%
779
5652
$23.4K ﹤0.01%
1,362
-218
5653
$23.4K ﹤0.01%
355
-250
5654
$23.1K ﹤0.01%
900
-72
5655
$22.9K ﹤0.01%
1,089
+6
5656
$22.8K ﹤0.01%
1,884
+782
5657
$22.8K ﹤0.01%
1,620
+1,590
5658
$22.6K ﹤0.01%
25,074
+19,074
5659
$22.5K ﹤0.01%
28,167
-59,836
5660
$22.4K ﹤0.01%
4,741
5661
$22.4K ﹤0.01%
3,411
+2,079
5662
$22.1K ﹤0.01%
5,548
5663
$21.7K ﹤0.01%
1,233
-57
5664
$21.7K ﹤0.01%
1,356
+1,192
5665
$21.6K ﹤0.01%
59
-590
5666
$21.4K ﹤0.01%
8,975
5667
$21.2K ﹤0.01%
1,745
-19
5668
$21.1K ﹤0.01%
2,339
-1,896
5669
$21K ﹤0.01%
1,085
-2,005
5670
$21K ﹤0.01%
6,944
5671
$20.8K ﹤0.01%
1,363
-15,296
5672
$20.6K ﹤0.01%
2,084
5673
$20.5K ﹤0.01%
669
-48,808
5674
$20.4K ﹤0.01%
21,546
-311,032
5675
$20.4K ﹤0.01%
6,410