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
1376
$34.4M ﹤0.01%
233,746
+3,352
1377
$34.4M ﹤0.01%
1,900,556
+382,698
1378
$34.4M ﹤0.01%
2,723,580
+149,600
1379
$34.1M ﹤0.01%
1,262,445
+82,836
1380
$34.1M ﹤0.01%
3,365,379
+284,695
1381
$34.1M ﹤0.01%
896,596
-98,477
1382
$34.1M ﹤0.01%
573,760
-178,220
1383
$34M ﹤0.01%
642,919
-233,775
1384
$34M ﹤0.01%
623,779
-32,283
1385
$33.9M ﹤0.01%
203,564
-17,290
1386
$33.9M ﹤0.01%
214,053
-376
1387
$33.8M ﹤0.01%
286,223
-52,455
1388
$33.7M ﹤0.01%
1,242,341
+575,947
1389
$33.7M ﹤0.01%
1,233,198
+330,984
1390
$33.7M ﹤0.01%
511,471
-332,820
1391
$33.5M ﹤0.01%
137,512
-4,377
1392
$33.5M ﹤0.01%
811,079
-179,302
1393
$33.5M ﹤0.01%
731,374
-171,979
1394
$33.4M ﹤0.01%
931,288
-199,149
1395
$33.3M ﹤0.01%
415,879
+143,634
1396
$33.1M ﹤0.01%
365,781
-38,586
1397
$33.1M ﹤0.01%
126,543
+8,455
1398
$32.9M ﹤0.01%
298,207
-7,277
1399
$32.9M ﹤0.01%
524,856
+54,966
1400
$32.9M ﹤0.01%
387,171
-69,705