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
1226
$44.5M ﹤0.01%
1,469,481
-178,105
1227
$44.4M ﹤0.01%
621,332
-94,195
1228
$44.3M ﹤0.01%
579,989
-391,854
1229
$44.3M ﹤0.01%
601,320
-20,823
1230
$44.2M ﹤0.01%
1,715,547
+25,762
1231
$44.2M ﹤0.01%
1,302,085
-1,383,263
1232
$44.1M ﹤0.01%
183,587
+14,945
1233
$44.1M ﹤0.01%
1,107,956
+189,420
1234
$44M ﹤0.01%
4,545,431
-1,953,671
1235
$44M ﹤0.01%
681,735
-61,436
1236
$44M ﹤0.01%
405,417
-62,317
1237
$44M ﹤0.01%
1,321,989
-585,402
1238
$43.9M ﹤0.01%
826,420
-294,006
1239
$43.9M ﹤0.01%
1,964,942
-375,880
1240
$43.8M ﹤0.01%
1,900,610
+395,136
1241
$43.8M ﹤0.01%
646,710
-981,535
1242
$43.8M ﹤0.01%
503,736
-373,509
1243
$43.7M ﹤0.01%
1,211,614
-1,352,063
1244
$43.6M ﹤0.01%
3,569,963
+188,056
1245
$43.4M ﹤0.01%
1,436,665
-83,630
1246
$43.3M ﹤0.01%
1,591,950
+658,098
1247
$43.2M ﹤0.01%
664,678
-1,593
1248
$43.1M ﹤0.01%
1,334,576
-102,108
1249
$43.1M ﹤0.01%
456,761
-322,601
1250
$43.1M ﹤0.01%
8,364,798
+5,611,436