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
1651
$22.1M ﹤0.01%
347,979
-67,234
1652
$22.1M ﹤0.01%
622,583
+14,219
1653
$22.1M ﹤0.01%
486,760
-83,207
1654
$22M ﹤0.01%
413,599
-9,799
1655
$22M ﹤0.01%
702,889
-499,633
1656
$22M ﹤0.01%
191,547
-154,971
1657
$22M ﹤0.01%
547,380
+46,502
1658
$22M ﹤0.01%
429,190
-54,505
1659
$22M ﹤0.01%
546,017
+1,020
1660
$22M ﹤0.01%
50,070
+39
1661
$21.9M ﹤0.01%
203,081
-13,376
1662
$21.9M ﹤0.01%
692,772
+124,434
1663
$21.9M ﹤0.01%
497,634
-3,545
1664
$21.9M ﹤0.01%
440,004
-13,884
1665
$21.8M ﹤0.01%
367,295
-29,511
1666
$21.8M ﹤0.01%
98,868
-18,837
1667
$21.8M ﹤0.01%
1,075,026
+83,213
1668
$21.8M ﹤0.01%
713,527
-8,622
1669
$21.7M ﹤0.01%
1,459,681
-4,141,501
1670
$21.7M ﹤0.01%
979,246
-146,318
1671
$21.6M ﹤0.01%
99,795
-132,397
1672
$21.6M ﹤0.01%
99,257
-21,208
1673
$21.5M ﹤0.01%
560,946
+60,570
1674
$21.5M ﹤0.01%
463,361
-119,890
1675
$21.5M ﹤0.01%
542,772
-30,691