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
1101
$54.8M 0.01%
357,903
-12,854
1102
$54.8M 0.01%
1,565,205
-66,371
1103
$54.6M 0.01%
957,902
+22,879
1104
$54.5M 0.01%
1,060,050
+138,822
1105
$54.5M 0.01%
440,396
-41,620
1106
$54.4M 0.01%
8,746,142
-7,272,402
1107
$54.4M 0.01%
700,538
-96,428
1108
$54.3M 0.01%
859,678
-21,315
1109
$54.1M 0.01%
1,211,864
-150,095
1110
$54M 0.01%
1,718,186
+686,724
1111
$54M 0.01%
580,806
+2,748
1112
$53.9M 0.01%
1,258,612
-803,963
1113
$53.7M 0.01%
278,847
-248,722
1114
$53.5M 0.01%
3,158,529
-420,148
1115
$53.4M 0.01%
2,250,303
-82,356
1116
$53.4M 0.01%
271,815
-84,728
1117
$53.3M 0.01%
2,158,039
-23,127
1118
$53.3M 0.01%
186,719
-24,763
1119
$53.1M 0.01%
422,405
-197,776
1120
$52.7M 0.01%
2,653,718
+644,461
1121
$52.7M 0.01%
1,925,157
-58,904
1122
$52.5M 0.01%
1,097,608
-470,985
1123
$52.4M 0.01%
1,018,714
-74,312
1124
$52.1M 0.01%
5,573,062
+5,141,197
1125
$51.9M 0.01%
290,936
-19,825