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
1351
$35.6M ﹤0.01%
1,081,436
-88,613
1352
$35.6M ﹤0.01%
570,080
+90,416
1353
$35.6M ﹤0.01%
1,564,188
-58,458
1354
$35.6M ﹤0.01%
629,538
-145,218
1355
$35.5M ﹤0.01%
238,452
-80,078
1356
$35.5M ﹤0.01%
445,816
-84,548
1357
$35.4M ﹤0.01%
230,428
-12,905
1358
$35.4M ﹤0.01%
331,269
-15,475
1359
$35.4M ﹤0.01%
229,957
-34,177
1360
$35.3M ﹤0.01%
119,478
-83,233
1361
$35.3M ﹤0.01%
604,403
-304,858
1362
$35.3M ﹤0.01%
1,261,077
+634,408
1363
$35.2M ﹤0.01%
805,988
-130,966
1364
$35.2M ﹤0.01%
555,119
+273,991
1365
$35M ﹤0.01%
308,026
+12,662
1366
$35M ﹤0.01%
890,133
-207,244
1367
$34.9M ﹤0.01%
288,550
-13,813
1368
$34.8M ﹤0.01%
1,350,041
-585,098
1369
$34.7M ﹤0.01%
366,769
-54,512
1370
$34.7M ﹤0.01%
848,413
-31,819
1371
$34.6M ﹤0.01%
773,036
-13,669
1372
$34.6M ﹤0.01%
4,938,279
-364,599
1373
$34.6M ﹤0.01%
2,806,608
+71,839
1374
$34.5M ﹤0.01%
3,401,481
-67,229
1375
$34.5M ﹤0.01%
339,402
+25,249