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
1501
$27.6M ﹤0.01%
261,457
-112,657
1502
$27.5M ﹤0.01%
84,780
-34,855
1503
$27.5M ﹤0.01%
532,133
-766,104
1504
$27.5M ﹤0.01%
303,850
-209,500
1505
$27.4M ﹤0.01%
1,630,509
-1,802,787
1506
$27.4M ﹤0.01%
837,319
-265,483
1507
$27.4M ﹤0.01%
1,292,265
+102,422
1508
$27.4M ﹤0.01%
1,571,106
+230,765
1509
$27.3M ﹤0.01%
668,806
+141,866
1510
$27.3M ﹤0.01%
383,850
-216,242
1511
$27.3M ﹤0.01%
33,718
-47,916
1512
$27.3M ﹤0.01%
1,382,005
-219,779
1513
$27.2M ﹤0.01%
314,401
-65,384
1514
$27.2M ﹤0.01%
414,951
-172,944
1515
$27.2M ﹤0.01%
407,775
-48,445
1516
$27.2M ﹤0.01%
741,403
-527,234
1517
$27M ﹤0.01%
768,235
-301,696
1518
$27M ﹤0.01%
1,599,248
-234,058
1519
$27M ﹤0.01%
640,010
+54,424
1520
$26.9M ﹤0.01%
669,097
-253,971
1521
$26.9M ﹤0.01%
1,508,462
+43,090
1522
$26.9M ﹤0.01%
715,417
+463,264
1523
$26.8M ﹤0.01%
632,754
+36,838
1524
$26.7M ﹤0.01%
261,034
-11,444
1525
$26.6M ﹤0.01%
1,150,095
-327,654