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
1801
$18.4M ﹤0.01%
1,014,499
-643,663
1802
$18.3M ﹤0.01%
1,001,913
+437,720
1803
$18.3M ﹤0.01%
585,006
-647,966
1804
$18.3M ﹤0.01%
1,453,304
-1,498,360
1805
$18.3M ﹤0.01%
1,244,108
+75,780
1806
$18.3M ﹤0.01%
341,623
+31,669
1807
$18.2M ﹤0.01%
544,175
-136,770
1808
$18.2M ﹤0.01%
223,302
-205,305
1809
$18.2M ﹤0.01%
1,081,100
-1,148,400
1810
$18M ﹤0.01%
630,493
-156,587
1811
$18M ﹤0.01%
102,324
+5,915
1812
$18M ﹤0.01%
985,823
-370,988
1813
$18M ﹤0.01%
1,642,773
+118,228
1814
$17.9M ﹤0.01%
1,584,047
+5,326
1815
$17.9M ﹤0.01%
178,042
-32,936
1816
$17.8M ﹤0.01%
987,990
-296
1817
$17.8M ﹤0.01%
164,768
-186,490
1818
$17.8M ﹤0.01%
336,836
-47,165
1819
$17.8M ﹤0.01%
842,012
-142,408
1820
$17.7M ﹤0.01%
1,191,598
+12,605
1821
$17.7M ﹤0.01%
814,242
-292,627
1822
$17.7M ﹤0.01%
1,615,035
+427,542
1823
$17.7M ﹤0.01%
2,283,922
-253,050
1824
$17.6M ﹤0.01%
659,452
-792,309
1825
$17.6M ﹤0.01%
526,147
+53,544