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
5726
$16.3K ﹤0.01%
800
-1,640
5727
$16K ﹤0.01%
100,100
5728
$16K ﹤0.01%
723
+397
5729
$15.9K ﹤0.01%
775
-611
5730
$15.9K ﹤0.01%
5,457
+218
5731
$15.9K ﹤0.01%
8,971
+7,536
5732
$15.9K ﹤0.01%
3,515
+1,000
5733
$15.7K ﹤0.01%
4,338
-4,534
5734
$15.4K ﹤0.01%
466
-9,277
5735
$15.3K ﹤0.01%
1,723
5736
$15.3K ﹤0.01%
5,982
-12,159
5737
$15.1K ﹤0.01%
7,976
5738
$15.1K ﹤0.01%
1,585
-1,529
5739
$15K ﹤0.01%
1,071
5740
$15K ﹤0.01%
6,456
-5,940
5741
$14.8K ﹤0.01%
2,170
-30,047
5742
$14.8K ﹤0.01%
1,219
-6,975
5743
$14.7K ﹤0.01%
2,117
-5,397
5744
$14.6K ﹤0.01%
4,626
-816
5745
$14.5K ﹤0.01%
2,574
-11,585
5746
$14.5K ﹤0.01%
594
+478
5747
$14.5K ﹤0.01%
3,000
5748
$14.3K ﹤0.01%
6,711
-22,049
5749
$14.3K ﹤0.01%
782
-1,194
5750
$14.2K ﹤0.01%
203
+8