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
1626
$22.8M ﹤0.01%
1,127,939
-49,071
1627
$22.7M ﹤0.01%
888,511
+60,056
1628
$22.7M ﹤0.01%
1,321,990
+1,176,342
1629
$22.7M ﹤0.01%
233,595
+3,347
1630
$22.6M ﹤0.01%
363,570
-331,476
1631
$22.6M ﹤0.01%
144,699
-9,758
1632
$22.6M ﹤0.01%
1,006,873
+140,881
1633
$22.6M ﹤0.01%
468,206
-57,087
1634
$22.6M ﹤0.01%
939,689
+862,530
1635
$22.5M ﹤0.01%
1,077,190
+67,408
1636
$22.5M ﹤0.01%
284,523
-76,675
1637
$22.5M ﹤0.01%
997,234
-228,619
1638
$22.5M ﹤0.01%
189,115
-4,957
1639
$22.5M ﹤0.01%
741,404
+235,746
1640
$22.4M ﹤0.01%
286,132
-113,191
1641
$22.4M ﹤0.01%
91,518
-3,382
1642
$22.3M ﹤0.01%
1,596,756
-189,285
1643
$22.3M ﹤0.01%
423,996
+20,257
1644
$22.3M ﹤0.01%
152,603
-236,960
1645
$22.3M ﹤0.01%
386,691
-12,341
1646
$22.3M ﹤0.01%
318,652
+10,153
1647
$22.2M ﹤0.01%
164,225
+21,443
1648
$22.2M ﹤0.01%
879,234
-257,145
1649
$22.1M ﹤0.01%
426,518
-1,465
1650
$22.1M ﹤0.01%
196,428
-40,917