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
701
$130M 0.01%
1,603,061
+144,039
702
$130M 0.01%
2,243,142
-78,623
703
$130M 0.01%
1,371,351
-254,724
704
$130M 0.01%
4,101,800
+29,310
705
$129M 0.01%
2,612,225
-451,999
706
$129M 0.01%
1,735,047
-167,121
707
$129M 0.01%
8,939,771
-637,933
708
$128M 0.01%
2,065,963
+668,448
709
$128M 0.01%
529,205
-72,135
710
$128M 0.01%
1,937,987
-1,040,633
711
$128M 0.01%
2,558,967
-109,135
712
$126M 0.01%
3,021,379
-1,015,538
713
$126M 0.01%
4,395,450
+732,543
714
$126M 0.01%
1,340,243
-612,887
715
$126M 0.01%
2,142,073
-146,321
716
$126M 0.01%
1,075,139
-124,518
717
$125M 0.01%
3,675,753
+284,289
718
$125M 0.01%
3,865,459
-167,996
719
$125M 0.01%
2,129,596
+128,163
720
$125M 0.01%
1,658,065
-602,480
721
$124M 0.01%
527,833
-96,630
722
$123M 0.01%
5,117,718
-629,411
723
$123M 0.01%
1,689,698
-58,582
724
$123M 0.01%
1,398,330
-110,766
725
$123M 0.01%
1,366,986
-147,431