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
5951
$4.64K ﹤0.01%
214
5952
$4.59K ﹤0.01%
201
5953
$4.59K ﹤0.01%
7,281
-3,557
5954
$4.59K ﹤0.01%
200
5955
$4.57K ﹤0.01%
123
-173
5956
$4.51K ﹤0.01%
211
-6
5957
$4.41K ﹤0.01%
425
-1,000
5958
$4.4K ﹤0.01%
270
5959
$4.39K ﹤0.01%
236
-20
5960
$4.35K ﹤0.01%
50,000
5961
$4.33K ﹤0.01%
3,052
-2,432
5962
$4.32K ﹤0.01%
510
-12,638
5963
$4.3K ﹤0.01%
834
-514
5964
$4.3K ﹤0.01%
5,735
5965
$4.29K ﹤0.01%
2,224
+2,223
5966
$4.29K ﹤0.01%
64,994
5967
$4.19K ﹤0.01%
253
+1
5968
$4.19K ﹤0.01%
250
5969
$4.11K ﹤0.01%
122
+76
5970
$4K ﹤0.01%
50,000
5971
$3.99K ﹤0.01%
1,450
-29,808
5972
$3.94K ﹤0.01%
2,811
-19,722
5973
$3.92K ﹤0.01%
373
5974
$3.91K ﹤0.01%
4,650
-447
5975
$3.9K ﹤0.01%
1,201