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
1851
$16.8M ﹤0.01%
198,255
-106,712
1852
$16.8M ﹤0.01%
3,583,712
-251,360
1853
$16.8M ﹤0.01%
3,268,980
+192,024
1854
$16.8M ﹤0.01%
950,285
-24,466
1855
$16.7M ﹤0.01%
410,692
-930,401
1856
$16.7M ﹤0.01%
198,605
-49,198
1857
$16.7M ﹤0.01%
788,941
+24,421
1858
$16.7M ﹤0.01%
269,702
-136,747
1859
$16.6M ﹤0.01%
2,113,241
-905,761
1860
$16.6M ﹤0.01%
452,118
-40,996
1861
$16.6M ﹤0.01%
48,228
-10,630
1862
$16.6M ﹤0.01%
1,238,894
-161,199
1863
$16.6M ﹤0.01%
559,948
+280,825
1864
$16.6M ﹤0.01%
196,149
+7,908
1865
$16.6M ﹤0.01%
358,866
-112,084
1866
$16.6M ﹤0.01%
562,977
-339,913
1867
$16.5M ﹤0.01%
407,055
-20,773
1868
$16.5M ﹤0.01%
263,728
-1,450
1869
$16.5M ﹤0.01%
3,158,427
-54,657
1870
$16.5M ﹤0.01%
299,130
+655
1871
$16.5M ﹤0.01%
1,802,713
+27,191
1872
$16.4M ﹤0.01%
276,183
-43,652
1873
$16.4M ﹤0.01%
666,971
+350,269
1874
$16.4M ﹤0.01%
928,820
+577,606
1875
$16.4M ﹤0.01%
711,420
-1,737,648