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
1951
$14.9M ﹤0.01%
373,861
-4,648
1952
$14.9M ﹤0.01%
1,184,554
-67,854
1953
$14.8M ﹤0.01%
510,143
-355,871
1954
$14.8M ﹤0.01%
368,286
-594,120
1955
$14.8M ﹤0.01%
451,882
+54,742
1956
$14.7M ﹤0.01%
344,372
+23,208
1957
$14.7M ﹤0.01%
655,574
+127,933
1958
$14.7M ﹤0.01%
746,253
+46,627
1959
$14.7M ﹤0.01%
170,621
+14,127
1960
$14.7M ﹤0.01%
1,311,153
-67,781
1961
$14.6M ﹤0.01%
302,900
+119,027
1962
$14.5M ﹤0.01%
1,340,068
+7,043
1963
$14.5M ﹤0.01%
995,844
-680,594
1964
$14.5M ﹤0.01%
497,184
+16,871
1965
$14.5M ﹤0.01%
296,284
+3,252
1966
$14.5M ﹤0.01%
320,557
-203,109
1967
$14.4M ﹤0.01%
3,749,927
+13,652
1968
$14.4M ﹤0.01%
2,625,428
+1,409,212
1969
$14.4M ﹤0.01%
1,739,184
+1,688,761
1970
$14.4M ﹤0.01%
236,143
-93,987
1971
$14.4M ﹤0.01%
731,770
+85,255
1972
$14.4M ﹤0.01%
269,072
+9,995
1973
$14.3M ﹤0.01%
363,754
-33,475
1974
$14.3M ﹤0.01%
247,778
-27,519
1975
$14.3M ﹤0.01%
342,969
-17,000