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
1701
$20.9M ﹤0.01%
782,047
+1,793
1702
$20.8M ﹤0.01%
566,112
-39,660
1703
$20.8M ﹤0.01%
1,783,863
+39,238
1704
$20.8M ﹤0.01%
1,847,233
-620,901
1705
$20.8M ﹤0.01%
878,908
-35,369
1706
$20.7M ﹤0.01%
328,102
-84,921
1707
$20.7M ﹤0.01%
1,349,503
+531,678
1708
$20.7M ﹤0.01%
695,470
-44,380
1709
$20.7M ﹤0.01%
1,775,035
-80,764
1710
$20.6M ﹤0.01%
226,267
-167,771
1711
$20.6M ﹤0.01%
1,742,070
-961,267
1712
$20.5M ﹤0.01%
460,927
-18,684
1713
$20.5M ﹤0.01%
522,975
-120,071
1714
$20.4M ﹤0.01%
613,459
+449,795
1715
$20.4M ﹤0.01%
2,602,139
-94,073
1716
$20.4M ﹤0.01%
318,220
-208,662
1717
$20.4M ﹤0.01%
129,440
-73,478
1718
$20.4M ﹤0.01%
2,122,499
-1,425,446
1719
$20.4M ﹤0.01%
219,158
-6,836
1720
$20.4M ﹤0.01%
500,963
-15,124
1721
$20.3M ﹤0.01%
352,031
+22,944
1722
$20.3M ﹤0.01%
866,064
-136,667
1723
$20.3M ﹤0.01%
122,091
-9,791
1724
$20.2M ﹤0.01%
904,888
+24,608
1725
$20.2M ﹤0.01%
491,715
-170,535