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
1726
$20.2M ﹤0.01%
958,394
-77,980
1727
$20.1M ﹤0.01%
502,566
+43,862
1728
$20.1M ﹤0.01%
305,150
-1,712,498
1729
$20.1M ﹤0.01%
1,202,134
-27,797
1730
$20.1M ﹤0.01%
399,386
-805,295
1731
$20M ﹤0.01%
341,334
-28,136
1732
$20M ﹤0.01%
1,223,502
+51,567
1733
$20M ﹤0.01%
338,389
-20,543
1734
$19.9M ﹤0.01%
1,133,275
-74,617
1735
$19.9M ﹤0.01%
279,249
-9,586
1736
$19.9M ﹤0.01%
788,895
+57,952
1737
$19.9M ﹤0.01%
484,939
+2,525
1738
$19.9M ﹤0.01%
862,085
+132,472
1739
$19.8M ﹤0.01%
385,233
+18,047
1740
$19.8M ﹤0.01%
264,370
-113,690
1741
$19.8M ﹤0.01%
729,056
+8,968
1742
$19.8M ﹤0.01%
493,218
-96,838
1743
$19.8M ﹤0.01%
175,495
+42,526
1744
$19.8M ﹤0.01%
171,996
-42,577
1745
$19.8M ﹤0.01%
354,495
-52,447
1746
$19.8M ﹤0.01%
318,071
+69,632
1747
$19.7M ﹤0.01%
268,540
+35,849
1748
$19.7M ﹤0.01%
1,300,758
-289,680
1749
$19.6M ﹤0.01%
684,103
-55,352
1750
$19.6M ﹤0.01%
397,620
-62,121