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
1876
$16.4M ﹤0.01%
839,572
-857,345
1877
$16.4M ﹤0.01%
800,534
+68,882
1878
$16.4M ﹤0.01%
1,791,787
-1,689,060
1879
$16.4M ﹤0.01%
441,781
+32,371
1880
$16.3M ﹤0.01%
288,935
-581
1881
$16.3M ﹤0.01%
1,401,662
+83,681
1882
$16.3M ﹤0.01%
284,334
+154,013
1883
$16.3M ﹤0.01%
642,545
-863,811
1884
$16.3M ﹤0.01%
388,867
-64,972
1885
$16.2M ﹤0.01%
693,169
-29,312
1886
$16.2M ﹤0.01%
1,403,399
-14,002
1887
$16.2M ﹤0.01%
2,184,786
-304,856
1888
$16.2M ﹤0.01%
286,782
-699,005
1889
$16.2M ﹤0.01%
314,955
-61,894
1890
$16.1M ﹤0.01%
673,867
+11,873
1891
$16.1M ﹤0.01%
486,344
-16,543
1892
$16.1M ﹤0.01%
617,415
+218,188
1893
$16M ﹤0.01%
669,008
+270,427
1894
$16M ﹤0.01%
3,848,802
+765,867
1895
$16M ﹤0.01%
198,680
+40,154
1896
$16M ﹤0.01%
395,379
+13,551
1897
$16M ﹤0.01%
168,075
+27,967
1898
$16M ﹤0.01%
318,447
+20,910
1899
$15.9M ﹤0.01%
451,307
+64,143
1900
$15.9M ﹤0.01%
250,036
+7,429