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
851
$91.1M 0.01%
17,064,303
-4,712,267
852
$90.6M 0.01%
2,414,189
-508,872
853
$89.2M 0.01%
2,622,379
-431,158
854
$89.1M 0.01%
3,127,816
-505,985
855
$89.1M 0.01%
2,256,195
-540,401
856
$89M 0.01%
1,792,435
-53,512
857
$88.9M 0.01%
2,069,470
-764,697
858
$88.8M 0.01%
4,698,133
-806,264
859
$88.6M 0.01%
2,532,650
+348,080
860
$88.6M 0.01%
923,960
-182,200
861
$88.5M 0.01%
6,566,677
-13,177
862
$88.3M 0.01%
946,266
-70,240
863
$88.2M 0.01%
1,740,421
+124,121
864
$87.8M 0.01%
2,551,306
+680,139
865
$87.8M 0.01%
1,899,182
-111,180
866
$87.5M 0.01%
1,117,138
-155,128
867
$87.5M 0.01%
594,485
-17,038
868
$87.2M 0.01%
548,554
-517,122
869
$87.1M 0.01%
6,404,457
-656,507
870
$86.9M 0.01%
1,072,203
-22,340
871
$86.1M 0.01%
940,124
-623,850
872
$85.6M 0.01%
1,169,949
-246,467
873
$85.3M 0.01%
3,411,480
-146,783
874
$85.2M 0.01%
1,442,721
-211,196
875
$85.1M 0.01%
2,487,796
+61,886