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
1026
$62.4M 0.01%
2,378,940
-159,214
1027
$62.3M 0.01%
3,883,955
+747,009
1028
$62.2M 0.01%
308,715
+42,914
1029
$62M 0.01%
1,057,109
-15,897
1030
$61.8M 0.01%
554,811
-9,281
1031
$61.6M 0.01%
656,632
-10,504
1032
$61.4M 0.01%
462,149
+193,892
1033
$61.4M 0.01%
1,275,238
-97,846
1034
$61.3M 0.01%
5,295,268
+1,369,034
1035
$61.1M 0.01%
1,653,617
+147,858
1036
$61M 0.01%
1,486,201
-188,266
1037
$61M 0.01%
720,077
-173,628
1038
$60.8M 0.01%
1,094,543
-53,620
1039
$60.7M 0.01%
686,197
-66,176
1040
$60.7M 0.01%
3,223,028
-4,767,353
1041
$60.7M 0.01%
257,700
-139,923
1042
$60.7M 0.01%
399,130
+40,821
1043
$60.6M 0.01%
2,037,595
+1,699,265
1044
$60.5M 0.01%
723,513
+65,334
1045
$60.4M 0.01%
738,990
-117,618
1046
$60.2M 0.01%
1,452,084
-119,470
1047
$59.8M 0.01%
1,396,020
-462,334
1048
$59.6M 0.01%
373,251
+41,116
1049
$59.6M 0.01%
1,993,583
-159,486
1050
$59.5M 0.01%
1,598,388
-72,003