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
1401
$32.8M ﹤0.01%
279,687
+11,756
1402
$32.8M ﹤0.01%
1,638,148
-1,205,680
1403
$32.8M ﹤0.01%
278,885
-14,414
1404
$32.8M ﹤0.01%
317,502
+15,004
1405
$32.7M ﹤0.01%
99,212
-145,406
1406
$32.6M ﹤0.01%
948,103
-300,228
1407
$32.5M ﹤0.01%
1,451,133
+207,999
1408
$32.4M ﹤0.01%
686,988
-1,383
1409
$32.4M ﹤0.01%
691,956
-171,209
1410
$32.3M ﹤0.01%
1,200,708
+39,553
1411
$32.2M ﹤0.01%
685,582
+342,435
1412
$32.2M ﹤0.01%
1,864,528
+36,162
1413
$32.2M ﹤0.01%
374,005
+196,392
1414
$32.1M ﹤0.01%
340,705
-592,175
1415
$31.9M ﹤0.01%
481,654
-213,848
1416
$31.9M ﹤0.01%
230,789
-178,960
1417
$31.8M ﹤0.01%
791,496
-78,233
1418
$31.8M ﹤0.01%
392,094
-203,765
1419
$31.7M ﹤0.01%
813,257
-51,353
1420
$31.7M ﹤0.01%
218,949
-5,458
1421
$31.6M ﹤0.01%
672,248
+611,894
1422
$31.5M ﹤0.01%
676,261
+23,209
1423
$31.4M ﹤0.01%
1,875,573
-180,078
1424
$31.3M ﹤0.01%
1,483,655
-39,820
1425
$31.3M ﹤0.01%
641,315
-115,044