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
5851
$8.48K ﹤0.01%
+330
5852
$8.48K ﹤0.01%
355
5853
$8.44K ﹤0.01%
1,900
-7,900
5854
$8.36K ﹤0.01%
800
5855
$8.32K ﹤0.01%
2,659
-1,174
5856
$8.29K ﹤0.01%
702
-450
5857
$8.28K ﹤0.01%
6,896
-8,271
5858
$8.22K ﹤0.01%
784
5859
$8.11K ﹤0.01%
1,641
-5,648
5860
$8.1K ﹤0.01%
+888
5861
$8.07K ﹤0.01%
5,605
5862
$8.01K ﹤0.01%
1,025
+787
5863
$7.98K ﹤0.01%
588
-8,832
5864
$7.93K ﹤0.01%
613
-7
5865
$7.92K ﹤0.01%
6,741
-108,134
5866
$7.89K ﹤0.01%
2,759
5867
$7.87K ﹤0.01%
1,710
+396
5868
$7.85K ﹤0.01%
362
+65
5869
$7.84K ﹤0.01%
16,006
-182,362
5870
$7.8K ﹤0.01%
+1,114
5871
$7.76K ﹤0.01%
941
-114
5872
$7.69K ﹤0.01%
615
-18
5873
$7.46K ﹤0.01%
214
+74
5874
$7.38K ﹤0.01%
3,000
5875
$7.24K ﹤0.01%
837
-105