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
5701
$18.4K ﹤0.01%
2,145
+2,090
5702
$18.4K ﹤0.01%
26,992
-19
5703
$18.4K ﹤0.01%
+805
5704
$18.3K ﹤0.01%
+750
5705
$18K ﹤0.01%
+419
5706
$17.9K ﹤0.01%
+5,022
5707
$17.9K ﹤0.01%
400
-376
5708
$17.7K ﹤0.01%
2,309
-12
5709
$17.7K ﹤0.01%
+227
5710
$17.5K ﹤0.01%
1,902
5711
$17.5K ﹤0.01%
6,019
-3,681
5712
$17.4K ﹤0.01%
435
5713
$17.2K ﹤0.01%
4,200
-550
5714
$17.1K ﹤0.01%
50,000
5715
$17.1K ﹤0.01%
1,003
-872
5716
$17K ﹤0.01%
3,231
+1,090
5717
$17K ﹤0.01%
+8,896
5718
$16.9K ﹤0.01%
10,370
+5,570
5719
$16.9K ﹤0.01%
12,400
+4,400
5720
$16.8K ﹤0.01%
2,129
-49,360
5721
$16.8K ﹤0.01%
19,677
-41,475
5722
$16.5K ﹤0.01%
33,605
5723
$16.3K ﹤0.01%
409
+1
5724
$16.3K ﹤0.01%
2,158
5725
$16.3K ﹤0.01%
595