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
6201
$805 ﹤0.01%
460
6202
$804 ﹤0.01%
31
-558
6203
$789 ﹤0.01%
100
6204
$765 ﹤0.01%
30
6205
$759 ﹤0.01%
297
6206
$750 ﹤0.01%
5,000
6207
$750 ﹤0.01%
50,000
-300
6208
$738 ﹤0.01%
24
6209
$719 ﹤0.01%
37
-1,774
6210
$700 ﹤0.01%
96
-3,289
6211
$685 ﹤0.01%
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6212
$684 ﹤0.01%
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6213
$669 ﹤0.01%
266
-100
6214
$664 ﹤0.01%
1,329
-19,830
6215
$633 ﹤0.01%
+100
6216
$624 ﹤0.01%
23,098
-100
6217
$620 ﹤0.01%
250
6218
$612 ﹤0.01%
+300
6219
$612 ﹤0.01%
45
-760
6220
$610 ﹤0.01%
39
-939
6221
$604 ﹤0.01%
+17
6222
$604 ﹤0.01%
65
-1
6223
$603 ﹤0.01%
167
6224
$596 ﹤0.01%
501
+500
6225
$591 ﹤0.01%
179