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
1526
$26.6M ﹤0.01%
392,484
-722,813
1527
$26.6M ﹤0.01%
960,943
+39,982
1528
$26.6M ﹤0.01%
705,020
-146,630
1529
$26.5M ﹤0.01%
343,679
-2,140
1530
$26.5M ﹤0.01%
1,154,230
-341,519
1531
$26.5M ﹤0.01%
1,522,196
-1,347,495
1532
$26.4M ﹤0.01%
416,522
-715,867
1533
$26.4M ﹤0.01%
373,513
-46,554
1534
$26.4M ﹤0.01%
2,339,324
+137,565
1535
$26.3M ﹤0.01%
276,114
+58,493
1536
$26.3M ﹤0.01%
786,137
+255,454
1537
$26.3M ﹤0.01%
1,138,620
-760,524
1538
$26.3M ﹤0.01%
3,329,173
-254,150
1539
$26.3M ﹤0.01%
266,791
+115,477
1540
$26.3M ﹤0.01%
648,883
-37,676
1541
$26.3M ﹤0.01%
290,236
-8,324
1542
$26.2M ﹤0.01%
1,348,444
-1,192,284
1543
$26.1M ﹤0.01%
83,965
-5,586
1544
$26.1M ﹤0.01%
841,657
+30,481
1545
$26M ﹤0.01%
903,951
+36,813
1546
$26M ﹤0.01%
205,646
+34,089
1547
$25.9M ﹤0.01%
543,965
+541
1548
$25.9M ﹤0.01%
229,847
-36,160
1549
$25.8M ﹤0.01%
1,123,426
+78,265
1550
$25.8M ﹤0.01%
309,761
+88,938