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
826
$96.8M 0.01%
4,473,377
+1,996,338
827
$96.5M 0.01%
2,679,214
+250,154
828
$96.3M 0.01%
2,515,514
-206,991
829
$96.1M 0.01%
465,194
+167,082
830
$96M 0.01%
1,057,973
+337,051
831
$95.6M 0.01%
786,925
-172,372
832
$95.5M 0.01%
1,664,301
-275,499
833
$95.3M 0.01%
2,016,133
-413,615
834
$95.2M 0.01%
1,570,640
-782,534
835
$94.9M 0.01%
693,437
-29,797
836
$94.9M 0.01%
5,607,249
-881,080
837
$94.5M 0.01%
1,486,098
-36,961
838
$94.4M 0.01%
5,932,126
-1,933,611
839
$94.2M 0.01%
1,511,149
-319,974
840
$93M 0.01%
1,807,023
+613,976
841
$92.9M 0.01%
326,179
-159,731
842
$92.7M 0.01%
1,008,947
+109,713
843
$92.7M 0.01%
2,647,882
-3,039,949
844
$92.6M 0.01%
1,851,528
+20,796
845
$92M 0.01%
830,811
-314,911
846
$91.8M 0.01%
2,668,251
-815,199
847
$91.7M 0.01%
2,451,690
-477,425
848
$91.6M 0.01%
343,834
-35,752
849
$91.4M 0.01%
768,687
-15,496
850
$91.4M 0.01%
2,253,939
-145,647