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
5751
$14.1K ﹤0.01%
81
-1
5752
$14.1K ﹤0.01%
335
-23
5753
$14K ﹤0.01%
4,538
-6,318
5754
$13.9K ﹤0.01%
93
-358
5755
$13.8K ﹤0.01%
1,603
+9
5756
$13.8K ﹤0.01%
675
+1
5757
$13.8K ﹤0.01%
+295
5758
$13.7K ﹤0.01%
523
-5,035
5759
$13.6K ﹤0.01%
1,718
5760
$13.5K ﹤0.01%
2,267
-38,183
5761
$13.4K ﹤0.01%
6,934
-7,381
5762
$13.3K ﹤0.01%
735
+115
5763
$13.2K ﹤0.01%
7,756
+6,496
5764
$13.1K ﹤0.01%
8,673
5765
$13.1K ﹤0.01%
2,600
-2,000
5766
$13K ﹤0.01%
1,000
5767
$13K ﹤0.01%
100,000
5768
$13K ﹤0.01%
+1,236
5769
$12.9K ﹤0.01%
1,041
-40,230
5770
$12.8K ﹤0.01%
277
+227
5771
$12.7K ﹤0.01%
354
5772
$12.7K ﹤0.01%
8,302
+4,767
5773
$12.5K ﹤0.01%
4,044
-625
5774
$12.5K ﹤0.01%
502
-1,396
5775
$12.4K ﹤0.01%
2,573
-5,932