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
6426
0
6427
$24 ﹤0.01%
300
+100
6428
$24 ﹤0.01%
200
6429
$24 ﹤0.01%
20
-515
6430
$23 ﹤0.01%
+453
6431
$23 ﹤0.01%
1
-681
6432
$22 ﹤0.01%
+200
6433
$22 ﹤0.01%
20
6434
$22 ﹤0.01%
8
-2,162
6435
$22 ﹤0.01%
1
6436
$20 ﹤0.01%
+100
6437
$20 ﹤0.01%
495
+395
6438
$20 ﹤0.01%
1
6439
-13,154
6440
$19 ﹤0.01%
314
+214
6441
$19 ﹤0.01%
100
6442
$19 ﹤0.01%
200
+100
6443
$18 ﹤0.01%
200
6444
$17 ﹤0.01%
366
6445
$17 ﹤0.01%
200
6446
$17 ﹤0.01%
+172
6447
$16 ﹤0.01%
400
6448
0
6449
$16 ﹤0.01%
+100
6450
$16 ﹤0.01%
100