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
801
$103M 0.01%
19,264,990
-257,149
802
$103M 0.01%
3,645,525
+130,153
803
$102M 0.01%
1,329,373
+146,206
804
$102M 0.01%
317,446
+31,627
805
$102M 0.01%
11,029,481
-1,530,060
806
$101M 0.01%
1,265,753
+259,210
807
$101M 0.01%
588,533
-147,689
808
$101M 0.01%
2,195,067
-248,144
809
$100M 0.01%
2,213,493
-42,054
810
$100M 0.01%
5,331,548
+301,665
811
$100M 0.01%
1,737,008
+405
812
$99.8M 0.01%
242,825
-321,569
813
$99.5M 0.01%
4,837,503
+215,165
814
$99.5M 0.01%
4,179,811
+197,814
815
$99.4M 0.01%
924,185
-32,848
816
$99.1M 0.01%
77,210
-107,304
817
$99M 0.01%
1,699,560
-510,645
818
$99M 0.01%
1,061,453
-270,876
819
$98.7M 0.01%
1,683,133
+187,948
820
$98M 0.01%
1,690,276
-291,588
821
$97.8M 0.01%
30,765,311
+13,799,043
822
$97.5M 0.01%
1,729,273
-31,234
823
$97.1M 0.01%
1,451,818
+28,997
824
$97M 0.01%
1,003,575
-137,283
825
$97M 0.01%
2,678,725
-320,208