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
1051
$59.4M 0.01%
2,823,583
-198,287
1052
$59.3M 0.01%
951,528
-439,549
1053
$59.2M 0.01%
45,160
-16,078
1054
$59M 0.01%
708,039
+11,075
1055
$59M 0.01%
1,518,861
-616,513
1056
$58.9M 0.01%
773,762
-357,465
1057
$58.7M 0.01%
1,117,825
-64,684
1058
$58.7M 0.01%
171,307
+94,763
1059
$58.6M 0.01%
2,440,605
-1,106,766
1060
$58.6M 0.01%
900,951
-39,473
1061
$58.5M 0.01%
1,459,137
+70,560
1062
$58.4M 0.01%
395,489
+28,860
1063
$58.2M 0.01%
41,897
-490
1064
$58.2M 0.01%
1,061,815
+243,876
1065
$58.2M 0.01%
3,794,536
+586,339
1066
$58M 0.01%
381,892
-103,523
1067
$57.8M 0.01%
1,244,875
+1,012
1068
$57.6M 0.01%
2,217,933
-765,963
1069
$57.4M 0.01%
750,838
-159,005
1070
$57.3M 0.01%
2,159,885
-517,365
1071
$57.3M 0.01%
1,564,781
+300,986
1072
$57.3M 0.01%
1,398,639
-472,735
1073
$57.2M 0.01%
879,619
-580,017
1074
$57.1M 0.01%
4,223,191
+133,137
1075
$56.8M 0.01%
+2,386,915