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
5676
$20.4K ﹤0.01%
8,246
5677
$20.2K ﹤0.01%
3,718
-13,032
5678
$20.1K ﹤0.01%
302
5679
$20K ﹤0.01%
1,800
5680
$19.9K ﹤0.01%
9,668
+46
5681
$19.9K ﹤0.01%
1,538
+184
5682
$19.7K ﹤0.01%
10
-3
5683
$19.7K ﹤0.01%
2,375
5684
$19.6K ﹤0.01%
2,192
-10,446
5685
$19.6K ﹤0.01%
842
-5,637
5686
$19.5K ﹤0.01%
400
5687
$19.5K ﹤0.01%
361
-12,046
5688
$19.5K ﹤0.01%
1,434
+1,334
5689
$19.5K ﹤0.01%
29,431
-107,570
5690
$19.4K ﹤0.01%
5,720
-9,416
5691
$19.4K ﹤0.01%
1,101
+1,025
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$19.3K ﹤0.01%
+47
5693
$19.2K ﹤0.01%
13,237
-5,180
5694
$19.1K ﹤0.01%
6,108
+4,381
5695
$19K ﹤0.01%
4,000
5696
$18.9K ﹤0.01%
9,000
5697
$18.9K ﹤0.01%
6,534
-65
5698
$18.8K ﹤0.01%
2,170
-2,263
5699
$18.8K ﹤0.01%
1,192
-101
5700
$18.7K ﹤0.01%
6,657
-9,009