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
776
$109M 0.01%
6,820,878
+102,478
777
$109M 0.01%
3,473,574
+65,345
778
$109M 0.01%
10,331,714
-69,085
779
$109M 0.01%
1,937,755
-120,880
780
$108M 0.01%
754,835
-410,685
781
$108M 0.01%
1,917,170
-233,251
782
$108M 0.01%
754,596
-94,815
783
$108M 0.01%
1,712,154
+107,654
784
$108M 0.01%
1,271,213
-410,436
785
$107M 0.01%
2,247,034
-23,129
786
$107M 0.01%
5,322,686
+171,698
787
$107M 0.01%
1,026,260
-65,387
788
$107M 0.01%
3,325,680
+1,070,898
789
$106M 0.01%
3,250,950
-319,810
790
$106M 0.01%
1,440,793
+313,545
791
$106M 0.01%
1,485,749
+407,699
792
$106M 0.01%
668,783
-14,601
793
$106M 0.01%
6,134,220
-3,975,441
794
$106M 0.01%
965,615
-188,327
795
$104M 0.01%
2,977,965
-288,713
796
$104M 0.01%
3,175,699
+122,025
797
$104M 0.01%
3,967,708
+268,165
798
$104M 0.01%
3,989,671
-911,955
799
$104M 0.01%
791,445
-316,500
800
$104M 0.01%
1,055,504
-350,472