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
1076
$56.8M 0.01%
537,705
+82,757
1077
$56.8M 0.01%
1,665,538
-868,239
1078
$56.6M 0.01%
510,904
+35,724
1079
$56.5M 0.01%
337,930
-4,359
1080
$56.5M 0.01%
1,015,585
-897,341
1081
$56.3M 0.01%
1,041,486
-333,031
1082
$56.2M 0.01%
868,281
-156,970
1083
$56.2M 0.01%
1,742,727
+722,737
1084
$56.2M 0.01%
9,981,249
+1,755,152
1085
$56.1M 0.01%
490,906
+31,594
1086
$55.9M 0.01%
221,990
-40,898
1087
$55.9M 0.01%
1,712,696
-1,556,286
1088
$55.8M 0.01%
780,131
-200,644
1089
$55.7M 0.01%
1,090,841
+171,457
1090
$55.6M 0.01%
1,469,476
+41,247
1091
$55.5M 0.01%
626,404
+7,749
1092
$55.5M 0.01%
184,111
-249,834
1093
$55.3M 0.01%
1,147,633
-130,050
1094
$55.3M 0.01%
391,054
-47,073
1095
$55.3M 0.01%
778,150
-20,883
1096
$55.2M 0.01%
298,926
-18,076
1097
$55.1M 0.01%
1,806,515
-71,655
1098
$55.1M 0.01%
502,501
-143,030
1099
$55M 0.01%
727,539
+42,302
1100
$55M 0.01%
1,233,236
+50,350