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
1251
$43.1M ﹤0.01%
452,719
-189,453
1252
$43M ﹤0.01%
1,473,375
-607,343
1253
$42.9M ﹤0.01%
548,088
-79,692
1254
$42.7M ﹤0.01%
555,421
-15,764
1255
$42.6M ﹤0.01%
492,805
-113,333
1256
$42.4M ﹤0.01%
1,753,890
-204,899
1257
$42.4M ﹤0.01%
571,667
-660,614
1258
$42.4M ﹤0.01%
754,557
+236,851
1259
$42.2M ﹤0.01%
513,416
-112,970
1260
$42.1M ﹤0.01%
1,086,087
+210,034
1261
$42.1M ﹤0.01%
367,503
-341,638
1262
$42.1M ﹤0.01%
3,422,925
+324,463
1263
$42M ﹤0.01%
2,186,799
-8,856
1264
$41.8M ﹤0.01%
2,122,147
-812,180
1265
$41.8M ﹤0.01%
2,543,091
-8,444
1266
$41.7M ﹤0.01%
111,337
+17,729
1267
$41.6M ﹤0.01%
608,276
+229
1268
$41.4M ﹤0.01%
1,932,885
+112,425
1269
$41.3M ﹤0.01%
1,569,838
+54,636
1270
$41.3M ﹤0.01%
262,609
-56,533
1271
$41.3M ﹤0.01%
1,904,587
+773,701
1272
$41.3M ﹤0.01%
4,946,100
+2,589,153
1273
$41.2M ﹤0.01%
1,172,685
-1,096,570
1274
$40.9M ﹤0.01%
248,325
-92,411
1275
$40.9M ﹤0.01%
688,093
-281,365