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
5926
$5.25K ﹤0.01%
12,500
5927
$5.22K ﹤0.01%
106
-633
5928
$5.22K ﹤0.01%
51,692
5929
0
5930
$5.06K ﹤0.01%
173
+50
5931
$5.05K ﹤0.01%
+500
5932
$5.04K ﹤0.01%
+1,900
5933
$5.02K ﹤0.01%
+450
5934
$5K ﹤0.01%
2,383
-1,800
5935
$5K ﹤0.01%
13,548
-217,322
5936
$5K ﹤0.01%
290
5937
$4.99K ﹤0.01%
+224
5938
$4.99K ﹤0.01%
315
+19
5939
$4.99K ﹤0.01%
1
5940
$4.97K ﹤0.01%
33,610
+100
5941
$4.97K ﹤0.01%
150
5942
$4.92K ﹤0.01%
1,857
5943
$4.88K ﹤0.01%
742
-637
5944
$4.88K ﹤0.01%
188
+43
5945
$4.85K ﹤0.01%
99
-432
5946
$4.81K ﹤0.01%
+1,000
5947
$4.77K ﹤0.01%
+124
5948
$4.71K ﹤0.01%
251
5949
$4.71K ﹤0.01%
692
-21
5950
$4.66K ﹤0.01%
403