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
6176
$984 ﹤0.01%
82
6177
0
6178
$963 ﹤0.01%
1,720
6179
$961 ﹤0.01%
120
-160
6180
$960 ﹤0.01%
100
6181
$958 ﹤0.01%
14
-4
6182
$950 ﹤0.01%
25
6183
$943 ﹤0.01%
1,850
+350
6184
$936 ﹤0.01%
14,859
-126
6185
$925 ﹤0.01%
10
6186
$907 ﹤0.01%
95
-70
6187
0
6188
$873 ﹤0.01%
+86
6189
$871 ﹤0.01%
+12
6190
$863 ﹤0.01%
1,309
+1,000
6191
$860 ﹤0.01%
9
-83
6192
$858 ﹤0.01%
300
-100
6193
$858 ﹤0.01%
297
-3,108,853
6194
$850 ﹤0.01%
50,000
6195
$849 ﹤0.01%
146
6196
$825 ﹤0.01%
+58
6197
$819 ﹤0.01%
166
6198
$815 ﹤0.01%
500
-447
6199
0
6200
$806 ﹤0.01%
666