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
5826
$9.65K ﹤0.01%
2,766
-3,328
5827
$9.63K ﹤0.01%
14,005
-1
5828
$9.63K ﹤0.01%
1,799
5829
$9.6K ﹤0.01%
8,134
-26,236
5830
$9.58K ﹤0.01%
10,142
-5,153
5831
$9.55K ﹤0.01%
+3,209
5832
$9.53K ﹤0.01%
8,360
-84,471
5833
$9.48K ﹤0.01%
+1,817
5834
$9.48K ﹤0.01%
333
5835
$9.42K ﹤0.01%
197
-1,766
5836
$9.4K ﹤0.01%
2,626
-543
5837
$9.4K ﹤0.01%
819
5838
$9.38K ﹤0.01%
277
-210
5839
$9.37K ﹤0.01%
4,000
5840
$9.19K ﹤0.01%
558
+454
5841
$9.14K ﹤0.01%
+1,000
5842
$9.13K ﹤0.01%
1,601
-1
5843
$9.12K ﹤0.01%
2,350
-3,620
5844
$9.07K ﹤0.01%
2,548
+49
5845
$9K ﹤0.01%
811
5846
$8.98K ﹤0.01%
2,093
5847
$8.84K ﹤0.01%
+232
5848
$8.76K ﹤0.01%
2,298
-5,826
5849
$8.65K ﹤0.01%
816
-3,826
5850
$8.65K ﹤0.01%
417
+278