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
6051
$2.34K ﹤0.01%
440
-2,488
6052
$2.28K ﹤0.01%
+443
6053
$2.27K ﹤0.01%
1,800
-2,530
6054
$2.27K ﹤0.01%
1,064
+1,023
6055
$2.25K ﹤0.01%
163
6056
$2.25K ﹤0.01%
+227
6057
$2.21K ﹤0.01%
36,746
6058
$2.2K ﹤0.01%
838
6059
$2.15K ﹤0.01%
3,908
-20,704
6060
$2.14K ﹤0.01%
118
6061
$2.13K ﹤0.01%
279
6062
$2.1K ﹤0.01%
13,836
+1
6063
$2.1K ﹤0.01%
+2,984
6064
$2.08K ﹤0.01%
50,850
+400
6065
$2.07K ﹤0.01%
300
-102
6066
$2.06K ﹤0.01%
3,776
-646,316
6067
$2.05K ﹤0.01%
200
-490,000
6068
$2.04K ﹤0.01%
1,246
6069
$2.04K ﹤0.01%
267
-849
6070
$2.04K ﹤0.01%
50
6071
$1.97K ﹤0.01%
1,000
6072
$1.94K ﹤0.01%
88
-2
6073
$1.92K ﹤0.01%
458
6074
$1.92K ﹤0.01%
92
-2,519
6075
$1.92K ﹤0.01%
60
+52