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
6126
$1.35K ﹤0.01%
1,554
-5,341
6127
$1.35K ﹤0.01%
561
+193
6128
$1.35K ﹤0.01%
50,000
6129
$1.35K ﹤0.01%
1,104
-1,650
6130
$1.34K ﹤0.01%
+70
6131
$1.33K ﹤0.01%
+302
6132
$1.32K ﹤0.01%
497
+38
6133
$1.31K ﹤0.01%
3
-889
6134
$1.31K ﹤0.01%
4
-2
6135
$1.31K ﹤0.01%
100
6136
$1.3K ﹤0.01%
678
6137
$1.3K ﹤0.01%
641
-38,045
6138
$1.29K ﹤0.01%
84
-1,772
6139
$1.27K ﹤0.01%
1,001
6140
$1.26K ﹤0.01%
207
-8,776
6141
$1.26K ﹤0.01%
1,430
-2,200
6142
$1.25K ﹤0.01%
50,200
+200
6143
$1.24K ﹤0.01%
100
-2,561
6144
$1.21K ﹤0.01%
437
6145
$1.21K ﹤0.01%
143
6146
$1.2K ﹤0.01%
+2,000
6147
$1.19K ﹤0.01%
305
6148
$1.18K ﹤0.01%
632
-2,110
6149
$1.15K ﹤0.01%
233
6150
$1.15K ﹤0.01%
238
+225