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
1276
$40.8M ﹤0.01%
733,246
+13,076
1277
$40.7M ﹤0.01%
292,375
-113,215
1278
$40.6M ﹤0.01%
230,009
-2,023
1279
$40.5M ﹤0.01%
942,927
+128,099
1280
$40.4M ﹤0.01%
1,121,148
-375,408
1281
$40.4M ﹤0.01%
2,900,890
+13,075
1282
$40.4M ﹤0.01%
35,071
+2,057
1283
$40.2M ﹤0.01%
871,026
-565,190
1284
$40M ﹤0.01%
641,976
-125,459
1285
$39.7M ﹤0.01%
869,578
-668,008
1286
$39.7M ﹤0.01%
1,813,202
+218,175
1287
$39.7M ﹤0.01%
447,781
+11,412
1288
$39.6M ﹤0.01%
405,671
-112,750
1289
$39.5M ﹤0.01%
561,466
-414,328
1290
$39.4M ﹤0.01%
1,713,225
-638,322
1291
$39.3M ﹤0.01%
1,361,741
+66,987
1292
$39.3M ﹤0.01%
1,229,365
-535,925
1293
$39.3M ﹤0.01%
298,872
-142,825
1294
$39.2M ﹤0.01%
317,247
-20,812
1295
$39.2M ﹤0.01%
1,589,254
+644,120
1296
$39.1M ﹤0.01%
520,386
-118,830
1297
$39.1M ﹤0.01%
1,471,645
-29,006
1298
$38.9M ﹤0.01%
425,512
+222,628
1299
$38.8M ﹤0.01%
316,011
-35,774
1300
$38.8M ﹤0.01%
687,918
+32,852