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
6001
$3.26K ﹤0.01%
112
-99
6002
$3.26K ﹤0.01%
+156
6003
$3.22K ﹤0.01%
767
+25
6004
$3.2K ﹤0.01%
+1,483
6005
$3.19K ﹤0.01%
5,120
6006
$3.19K ﹤0.01%
62,500
6007
$3.14K ﹤0.01%
+544
6008
$3.12K ﹤0.01%
+134
6009
$3.12K ﹤0.01%
1,079
-28,743
6010
$3.1K ﹤0.01%
2,500
6011
$3.07K ﹤0.01%
4,955
6012
$3.03K ﹤0.01%
+290
6013
$3.02K ﹤0.01%
550
6014
$3.02K ﹤0.01%
262
6015
$3K ﹤0.01%
4,000
6016
$2.99K ﹤0.01%
16
-88
6017
$2.98K ﹤0.01%
37,295
-205
6018
$2.97K ﹤0.01%
162
-18
6019
$2.94K ﹤0.01%
227
-1,796
6020
$2.94K ﹤0.01%
+587
6021
$2.93K ﹤0.01%
248
-1,652
6022
$2.93K ﹤0.01%
7,911
-154,444
6023
$2.91K ﹤0.01%
368
6024
$2.82K ﹤0.01%
1,375
6025
$2.81K ﹤0.01%
+75