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
1751
$19.6M ﹤0.01%
831,169
+32,058
1752
$19.6M ﹤0.01%
479,411
-1,905
1753
$19.6M ﹤0.01%
2,249,235
-206,488
1754
$19.6M ﹤0.01%
279,236
-52,633
1755
$19.6M ﹤0.01%
295,948
-18,776
1756
$19.6M ﹤0.01%
1,513,715
-2,826,572
1757
$19.5M ﹤0.01%
281,669
-110,366
1758
$19.5M ﹤0.01%
612,124
-48,191
1759
$19.5M ﹤0.01%
696,487
-11,426
1760
$19.5M ﹤0.01%
763,889
-562,710
1761
$19.4M ﹤0.01%
416,937
+43,740
1762
$19.4M ﹤0.01%
124,072
-47,802
1763
$19.4M ﹤0.01%
1,345,730
+1,302,051
1764
$19.4M ﹤0.01%
327,745
+6,529
1765
$19.4M ﹤0.01%
291,512
-90,598
1766
$19.4M ﹤0.01%
105,379
-1,229
1767
$19.3M ﹤0.01%
806,482
+144,843
1768
$19.3M ﹤0.01%
296,313
-410,481
1769
$19.3M ﹤0.01%
317,529
-19,550
1770
$19.3M ﹤0.01%
2,431,545
+16,520
1771
$19.2M ﹤0.01%
502,368
+31,184
1772
$19.2M ﹤0.01%
280,624
-120,286
1773
$19.2M ﹤0.01%
811,106
-58,517
1774
$19.1M ﹤0.01%
2,329,398
+127,402
1775
$19.1M ﹤0.01%
406,523
-155,545