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
6101
$1.65K ﹤0.01%
400
-176
6102
$1.64K ﹤0.01%
+8
6103
$1.61K ﹤0.01%
23
-1,791
6104
$1.59K ﹤0.01%
504
-1,469
6105
$1.59K ﹤0.01%
13
-104
6106
$1.59K ﹤0.01%
135
-60
6107
$1.58K ﹤0.01%
84
6108
$1.56K ﹤0.01%
1,279
-37,093
6109
$1.56K ﹤0.01%
3,000
6110
$1.55K ﹤0.01%
1,329
-17,638
6111
$1.55K ﹤0.01%
3,048
6112
$1.51K ﹤0.01%
50,212
6113
$1.5K ﹤0.01%
23
-7,000
6114
$1.5K ﹤0.01%
804
-1,894
6115
$1.49K ﹤0.01%
1,220
6116
$1.48K ﹤0.01%
503
-4,592
6117
$1.48K ﹤0.01%
215
-3,652
6118
$1.48K ﹤0.01%
+500
6119
$1.47K ﹤0.01%
110
6120
$1.47K ﹤0.01%
17
-1
6121
$1.46K ﹤0.01%
60
+53
6122
$1.4K ﹤0.01%
50,100
6123
$1.4K ﹤0.01%
164
-1,117
6124
$1.4K ﹤0.01%
650
6125
$1.39K ﹤0.01%
1,000
-60,000