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
5976
$3.9K ﹤0.01%
+300
5977
$3.86K ﹤0.01%
50,116
+16
5978
$3.85K ﹤0.01%
5,733
5979
$3.84K ﹤0.01%
4,267
-59,819
5980
$3.82K ﹤0.01%
2,021
+1,259
5981
$3.79K ﹤0.01%
613
5982
$3.74K ﹤0.01%
25
-80,996
5983
$3.73K ﹤0.01%
197
5984
$3.73K ﹤0.01%
27
+26
5985
$3.69K ﹤0.01%
300
5986
$3.67K ﹤0.01%
+16,666
5987
$3.58K ﹤0.01%
+139
5988
$3.58K ﹤0.01%
656
5989
$3.56K ﹤0.01%
50,201
5990
$3.49K ﹤0.01%
49,800
-200
5991
$3.47K ﹤0.01%
3,508
-73,369
5992
$3.46K ﹤0.01%
48,038
5993
$3.45K ﹤0.01%
250
5994
$3.41K ﹤0.01%
780
5995
$3.4K ﹤0.01%
1,387
-409
5996
$3.4K ﹤0.01%
554
-2
5997
$3.35K ﹤0.01%
+50
5998
$3.34K ﹤0.01%
500
5999
$3.3K ﹤0.01%
+250
6000
$3.29K ﹤0.01%
382