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
1001
$65M 0.01%
6,873,101
-2,953,611
1002
$64.9M 0.01%
4,703,721
+308,978
1003
$64.7M 0.01%
990,469
-345,615
1004
$64.7M 0.01%
360,057
-14,845
1005
$64.7M 0.01%
10,183
-8,861
1006
$64.5M 0.01%
371,662
-35,580
1007
$64.5M 0.01%
449,432
+11,983
1008
$64.4M 0.01%
1,637,560
+1,024,205
1009
$64.3M 0.01%
1,596,291
-602,046
1010
$64.1M 0.01%
756,415
+27,273
1011
$64M 0.01%
2,528,062
-274,728
1012
$64M 0.01%
737,527
+6,614
1013
$63.9M 0.01%
1,373,168
+7,919
1014
$63.7M 0.01%
482,081
-94,704
1015
$63.7M 0.01%
2,511,841
+210,366
1016
$63.6M 0.01%
973,048
-380,807
1017
$63.2M 0.01%
827,290
+104,435
1018
$63.1M 0.01%
2,033,847
+476,828
1019
$62.9M 0.01%
2,048,669
-1,820,273
1020
$62.9M 0.01%
184,499
+12,542
1021
$62.8M 0.01%
3,018,847
-258,341
1022
$62.7M 0.01%
681,700
+236,743
1023
$62.7M 0.01%
460,839
-65,622
1024
$62.5M 0.01%
1,371,980
-16,894
1025
$62.5M 0.01%
182,692
-54,878