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
1451
$29.8M ﹤0.01%
429,968
-115,383
1452
$29.8M ﹤0.01%
362,222
-54,812
1453
$29.8M ﹤0.01%
120,066
-111,720
1454
$29.8M ﹤0.01%
1,769,747
-250,818
1455
$29.8M ﹤0.01%
1,074,823
-191,887
1456
$29.8M ﹤0.01%
747,673
+262,629
1457
$29.6M ﹤0.01%
165,326
-74,481
1458
$29.6M ﹤0.01%
996,868
+83,424
1459
$29.5M ﹤0.01%
489,569
-158,571
1460
$29.5M ﹤0.01%
786,385
-2,910,348
1461
$29.4M ﹤0.01%
363,337
-7,014
1462
$29.3M ﹤0.01%
1,446,546
-172,432
1463
$29.2M ﹤0.01%
1,407,064
-158,576
1464
$29.2M ﹤0.01%
625,324
+280,603
1465
$29.1M ﹤0.01%
658,408
+59,617
1466
$29M ﹤0.01%
407,536
-45,739
1467
$28.9M ﹤0.01%
162,292
-17,614
1468
$28.9M ﹤0.01%
441,084
-36,149
1469
$28.9M ﹤0.01%
7,159,217
-2,435,680
1470
$28.8M ﹤0.01%
753,601
-48,616
1471
$28.8M ﹤0.01%
2,200,440
-814
1472
$28.5M ﹤0.01%
710,491
-520,330
1473
$28.5M ﹤0.01%
1,893,665
-432,374
1474
$28.5M ﹤0.01%
984,277
+27,470
1475
$28.4M ﹤0.01%
605,821
-129,322