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
5876
$7.24K ﹤0.01%
8
+6
5877
$7.18K ﹤0.01%
1,001
5878
$7.13K ﹤0.01%
2,323
-77
5879
$7.13K ﹤0.01%
900
5880
$7.13K ﹤0.01%
935
5881
$7.05K ﹤0.01%
1,179
-4,629
5882
$6.99K ﹤0.01%
4
-43
5883
$6.98K ﹤0.01%
6,407
-36,025
5884
$6.95K ﹤0.01%
580
5885
$6.9K ﹤0.01%
958
-753
5886
$6.71K ﹤0.01%
381
5887
$6.66K ﹤0.01%
50,100
5888
$6.65K ﹤0.01%
1,022
-746
5889
$6.64K ﹤0.01%
100
-2,558
5890
$6.63K ﹤0.01%
25,690
+1,676
5891
$6.6K ﹤0.01%
940
-417
5892
$6.55K ﹤0.01%
+135
5893
$6.5K ﹤0.01%
1,000
-6,076
5894
$6.37K ﹤0.01%
6,066
-66,482
5895
$6.33K ﹤0.01%
200
5896
$6.26K ﹤0.01%
602
5897
$6.26K ﹤0.01%
548
+270
5898
$6.21K ﹤0.01%
41,666
5899
$6.14K ﹤0.01%
+2,020
5900
$6.13K ﹤0.01%
1,939
-1,913