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
6076
$1.89K ﹤0.01%
+4
6077
$1.88K ﹤0.01%
234
6078
$1.86K ﹤0.01%
633
-1,086
6079
$1.86K ﹤0.01%
1,000
6080
$1.86K ﹤0.01%
169
-4,713
6081
$1.85K ﹤0.01%
50,100
-200
6082
$1.85K ﹤0.01%
173
-173
6083
$1.83K ﹤0.01%
33,366
-100
6084
$1.83K ﹤0.01%
+199
6085
$1.8K ﹤0.01%
1,930
6086
$1.77K ﹤0.01%
166
-2,213
6087
$1.76K ﹤0.01%
+375
6088
$1.75K ﹤0.01%
44,861
6089
$1.75K ﹤0.01%
300
6090
$1.74K ﹤0.01%
403
6091
$1.73K ﹤0.01%
240
-274
6092
$1.73K ﹤0.01%
49,400
+100
6093
$1.72K ﹤0.01%
6,375
+1,375
6094
$1.71K ﹤0.01%
93
-471
6095
$1.7K ﹤0.01%
50,000
6096
$1.7K ﹤0.01%
92
+1
6097
$1.69K ﹤0.01%
200
6098
$1.68K ﹤0.01%
+7
6099
$1.67K ﹤0.01%
700
6100
$1.65K ﹤0.01%
661
+658