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
1326
$36.8M ﹤0.01%
2,205,934
-303,483
1327
$36.7M ﹤0.01%
3,069,590
+26,937
1328
$36.7M ﹤0.01%
2,226,609
-132,047
1329
$36.7M ﹤0.01%
2,176,442
-174,537
1330
$36.7M ﹤0.01%
840,294
-496,250
1331
$36.6M ﹤0.01%
718,841
-863,082
1332
$36.6M ﹤0.01%
348,248
+49,209
1333
$36.5M ﹤0.01%
841,584
-193,917
1334
$36.5M ﹤0.01%
2,034,991
-191,832
1335
$36.5M ﹤0.01%
588,692
+53,353
1336
$36.5M ﹤0.01%
198,758
-71,654
1337
$36.4M ﹤0.01%
3,184,676
-11,239
1338
$36.4M ﹤0.01%
1,046,523
+43,683
1339
$36.4M ﹤0.01%
1,371,779
-376,272
1340
$36.4M ﹤0.01%
961,728
+28,542
1341
$36.2M ﹤0.01%
1,022,555
-939,137
1342
$36.2M ﹤0.01%
339,362
-23,453
1343
$36.1M ﹤0.01%
727,739
-263,749
1344
$36M ﹤0.01%
1,921,116
-260,150
1345
$36M ﹤0.01%
430,625
-33,174
1346
$35.9M ﹤0.01%
373,845
-79,423
1347
$35.8M ﹤0.01%
788,524
+290,136
1348
$35.8M ﹤0.01%
1,247,298
-1,047,459
1349
$35.7M ﹤0.01%
229,179
-14,678
1350
$35.7M ﹤0.01%
148,418
-43,727