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
951
$72.2M 0.01%
2,632,479
+133,386
952
$72.2M 0.01%
12,013,171
+1,637,727
953
$72M 0.01%
385,762
+11,171
954
$71.9M 0.01%
3,916,669
+112,683
955
$71.1M 0.01%
1,149,267
-954,872
956
$71.1M 0.01%
1,183,281
-256,455
957
$71M 0.01%
947,361
-36,997
958
$71M 0.01%
1,347,450
+432,837
959
$70.7M 0.01%
4,051,104
+298,947
960
$70.7M 0.01%
1,572,458
+23,142
961
$70.5M 0.01%
2,727,630
+229,994
962
$70.2M 0.01%
1,297,418
+88,106
963
$70.1M 0.01%
2,072,839
-1,706,412
964
$70.1M 0.01%
1,331,044
+304,585
965
$69.7M 0.01%
1,408,137
-604,064
966
$69.6M 0.01%
759,752
-19,488
967
$69.4M 0.01%
3,180,613
+1,335,802
968
$68.9M 0.01%
2,970,821
-462,148
969
$68.9M 0.01%
669,477
-1,714,118
970
$68.8M 0.01%
1,404,370
+406,453
971
$68.7M 0.01%
647,404
+17,434
972
$68.5M 0.01%
6,861,856
-1,649,484
973
$68.5M 0.01%
126,408
-20,733
974
$68.4M 0.01%
659,184
-326,796
975
$68.3M 0.01%
1,327,030
-39,453