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
1901
$15.9M ﹤0.01%
1,233,937
+194
1902
$15.9M ﹤0.01%
525,004
-49,000
1903
$15.9M ﹤0.01%
1,070,826
+59,209
1904
$15.9M ﹤0.01%
855,975
-1,346,709
1905
$15.9M ﹤0.01%
877,418
-7,971
1906
$15.9M ﹤0.01%
720,991
-346,537
1907
$15.9M ﹤0.01%
680,162
+113,568
1908
$15.8M ﹤0.01%
248,772
-57,325
1909
$15.8M ﹤0.01%
388,696
+24,724
1910
$15.8M ﹤0.01%
341,772
+28,100
1911
$15.8M ﹤0.01%
164,182
-24,731
1912
$15.7M ﹤0.01%
317,709
+12,318
1913
$15.7M ﹤0.01%
722,640
-644,939
1914
$15.7M ﹤0.01%
116,544
-9,434
1915
$15.7M ﹤0.01%
666,862
-218,700
1916
$15.7M ﹤0.01%
427,269
+90,086
1917
$15.6M ﹤0.01%
184,526
+21,163
1918
$15.6M ﹤0.01%
453,617
-18,508
1919
$15.5M ﹤0.01%
288,526
-50,109
1920
$15.5M ﹤0.01%
425,515
+74,347
1921
$15.5M ﹤0.01%
966,217
+108,493
1922
$15.5M ﹤0.01%
166,000
-29,589
1923
$15.4M ﹤0.01%
1,361,741
+772,359
1924
$15.4M ﹤0.01%
275,183
+13,302
1925
$15.4M ﹤0.01%
2,515,946
+166,820