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
1926
$15.4M ﹤0.01%
299,728
-14,673
1927
$15.4M ﹤0.01%
569,690
-1,478,845
1928
$15.4M ﹤0.01%
372,521
+329,549
1929
$15.3M ﹤0.01%
306,789
+1,620
1930
$15.3M ﹤0.01%
429,746
+51,687
1931
$15.3M ﹤0.01%
980,322
-68,942
1932
$15.3M ﹤0.01%
77,384
+199
1933
$15.3M ﹤0.01%
567,565
-1,394,314
1934
$15.2M ﹤0.01%
296,585
-2,277
1935
$15.2M ﹤0.01%
148,588
-48,198
1936
$15.2M ﹤0.01%
230,397
+34,353
1937
$15.2M ﹤0.01%
255,601
-129,544
1938
$15.2M ﹤0.01%
798,440
+31,501
1939
$15.2M ﹤0.01%
221,855
-31,129
1940
$15.1M ﹤0.01%
+559,184
1941
$15.1M ﹤0.01%
309,777
+76,609
1942
$15M ﹤0.01%
490,180
-24,432
1943
$15M ﹤0.01%
981,296
-1,011,222
1944
$15M ﹤0.01%
296,260
-1,485
1945
$14.9M ﹤0.01%
118,278
-59,288
1946
$14.9M ﹤0.01%
900,686
-27,784
1947
$14.9M ﹤0.01%
1,357,112
-613,425
1948
$14.9M ﹤0.01%
326,850
+45,408
1949
$14.9M ﹤0.01%
826,557
+148,625
1950
$14.9M ﹤0.01%
175,167
-17,565