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
5901
$6.11K ﹤0.01%
44
-1,226
5902
$6.1K ﹤0.01%
+156
5903
$5.97K ﹤0.01%
1,000
5904
$5.94K ﹤0.01%
1,800
5905
$5.87K ﹤0.01%
668
-42,286
5906
$5.8K ﹤0.01%
163
5907
$5.79K ﹤0.01%
3,000
5908
$5.71K ﹤0.01%
1,103
+109
5909
$5.7K ﹤0.01%
3,100
5910
$5.68K ﹤0.01%
3,088
5911
$5.67K ﹤0.01%
140
5912
$5.66K ﹤0.01%
160
-624
5913
$5.64K ﹤0.01%
3,118
-44,826
5914
$5.64K ﹤0.01%
+350
5915
$5.59K ﹤0.01%
+242
5916
$5.58K ﹤0.01%
544
5917
$5.57K ﹤0.01%
1,506
-1,298
5918
$5.53K ﹤0.01%
1,343
-20,606
5919
$5.53K ﹤0.01%
2,393
5920
$5.45K ﹤0.01%
728
+93
5921
$5.44K ﹤0.01%
3,885
-15,503
5922
$5.42K ﹤0.01%
886
-679
5923
$5.31K ﹤0.01%
740
-1,349
5924
$5.3K ﹤0.01%
200
5925
$5.27K ﹤0.01%
150
-219