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
751
$114M 0.01%
1,489,348
-551,002
752
$114M 0.01%
2,929,590
+1,672,805
753
$114M 0.01%
2,569,063
+123,815
754
$114M 0.01%
1,398,579
-148,393
755
$113M 0.01%
526,293
-51,517
756
$113M 0.01%
621,681
-144,857
757
$113M 0.01%
425,138
-49,048
758
$113M 0.01%
5,505,051
-221,691
759
$113M 0.01%
912,637
-189,005
760
$113M 0.01%
1,023,093
-186,939
761
$112M 0.01%
270,125
-55,970
762
$112M 0.01%
4,105,326
+2,274,203
763
$112M 0.01%
1,125,912
+143,883
764
$111M 0.01%
1,027,728
-59,516
765
$111M 0.01%
3,441,925
+12,239
766
$111M 0.01%
601,652
-193,992
767
$111M 0.01%
2,762,439
-227,659
768
$110M 0.01%
5,803,026
+38,427
769
$110M 0.01%
3,513,415
+361,005
770
$110M 0.01%
925,903
+716,687
771
$110M 0.01%
311,100
-58,994
772
$110M 0.01%
1,311,369
-304,924
773
$110M 0.01%
5,637,850
-573,104
774
$110M 0.01%
1,593,358
-263,168
775
$110M 0.01%
771,405
+67,029