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
1601
$23.8M ﹤0.01%
355,430
-177,705
1602
$23.7M ﹤0.01%
153,741
-10,548
1603
$23.7M ﹤0.01%
152,767
-18,148
1604
$23.7M ﹤0.01%
660,928
-378,099
1605
$23.6M ﹤0.01%
522,554
-281
1606
$23.5M ﹤0.01%
1,227,559
-185,132
1607
$23.4M ﹤0.01%
439,403
-110,183
1608
$23.4M ﹤0.01%
752,240
+67,857
1609
$23.4M ﹤0.01%
2,127,806
+374,970
1610
$23.3M ﹤0.01%
1,684,220
+658,941
1611
$23.2M ﹤0.01%
155,053
-5,682
1612
$23.2M ﹤0.01%
341,724
-39,218
1613
$23.2M ﹤0.01%
911,346
-623,371
1614
$23.2M ﹤0.01%
2,027,092
-45,894
1615
$23.2M ﹤0.01%
2,503,190
-2,194,344
1616
$23.2M ﹤0.01%
2,062,934
+40,751
1617
$23.2M ﹤0.01%
2,505,573
-2,752,560
1618
$23.1M ﹤0.01%
277,800
+53,197
1619
$23.1M ﹤0.01%
360,851
-57,848
1620
$23.1M ﹤0.01%
397,796
-21,206
1621
$23.1M ﹤0.01%
204,366
-16,846
1622
$23M ﹤0.01%
270,325
-32,631
1623
$22.9M ﹤0.01%
808,101
-450,370
1624
$22.9M ﹤0.01%
486,903
-108,248
1625
$22.8M ﹤0.01%
221,164
-16,546