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
1826
$17.6M ﹤0.01%
331,105
+2,400
1827
$17.6M ﹤0.01%
313,111
-45,501
1828
$17.6M ﹤0.01%
211,251
+2,981
1829
$17.5M ﹤0.01%
212,676
-85,932
1830
$17.5M ﹤0.01%
139,161
-47,917
1831
$17.5M ﹤0.01%
548,459
-1,207,289
1832
$17.4M ﹤0.01%
330,120
-3,473
1833
$17.4M ﹤0.01%
152,685
-59,234
1834
$17.3M ﹤0.01%
170,878
-16,158
1835
$17.3M ﹤0.01%
7,861,787
-801,618
1836
$17.3M ﹤0.01%
643,658
-10,067
1837
$17.2M ﹤0.01%
1,590,208
+100,129
1838
$17.2M ﹤0.01%
612,988
+7,026
1839
$17.2M ﹤0.01%
262,490
-141,851
1840
$17.2M ﹤0.01%
415,347
-55,607
1841
$17.2M ﹤0.01%
387,814
-105,869
1842
$17.1M ﹤0.01%
1,003,812
+22,969
1843
$17.1M ﹤0.01%
102,325
-24,390
1844
$17.1M ﹤0.01%
302,106
-253,874
1845
$17.1M ﹤0.01%
637,344
+77,201
1846
$17.1M ﹤0.01%
426,733
+5,920
1847
$17M ﹤0.01%
193,650
-520,809
1848
$17M ﹤0.01%
1,216,885
-9,520
1849
$16.9M ﹤0.01%
599,226
+205,772
1850
$16.8M ﹤0.01%
1,691,614
-30,764