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
1151
$49.8M 0.01%
2,034,570
+319,250
1152
$49.8M 0.01%
2,570,558
+275,384
1153
$49.8M 0.01%
949,984
+42,902
1154
$49.8M 0.01%
315,696
-11,743
1155
$49.7M 0.01%
258,983
-64,024
1156
$49.7M 0.01%
895,137
-166,916
1157
$49.4M 0.01%
3,542,432
+53,318
1158
$49.4M 0.01%
6,337,300
+117,690
1159
$49.3M 0.01%
330,631
-169,214
1160
$49.3M 0.01%
169,179
-6,399
1161
$49.1M 0.01%
645,752
+121,621
1162
$49M 0.01%
2,431,807
-378,115
1163
$49M 0.01%
334,723
-75,213
1164
$48.8M 0.01%
583,116
-28,073
1165
$48.8M 0.01%
2,830,149
-247,728
1166
$48.6M 0.01%
910,466
+53,839
1167
$48.6M 0.01%
1,821,448
+20,091
1168
$48.5M 0.01%
615,292
+248,244
1169
$48.3M 0.01%
384,137
-150,312
1170
$48.1M 0.01%
177,237
-70,661
1171
$48.1M 0.01%
1,887,538
-141,048
1172
$48.1M 0.01%
1,833,101
-85,861
1173
$48.1M 0.01%
360,350
+324,807
1174
$48M 0.01%
4,123,746
+1,268,637
1175
$48M 0.01%
2,205,692
-704,295