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
2051
$13.2M ﹤0.01%
363,926
+47,029
2052
$13.2M ﹤0.01%
917,130
-2,629
2053
$13.1M ﹤0.01%
226,803
-6,776
2054
$13.1M ﹤0.01%
879,553
-38,625
2055
$13.1M ﹤0.01%
719,616
-77,436
2056
$13.1M ﹤0.01%
287,972
-52,277
2057
$13.1M ﹤0.01%
617,410
+52,244
2058
$13M ﹤0.01%
203,198
-40,194
2059
$13M ﹤0.01%
872,172
+23,970
2060
$13M ﹤0.01%
277,319
-84,595
2061
$12.9M ﹤0.01%
248,143
-73,599
2062
$12.9M ﹤0.01%
1,988,667
+761,747
2063
$12.9M ﹤0.01%
510,642
-213,832
2064
$12.9M ﹤0.01%
929,331
+246,192
2065
$12.9M ﹤0.01%
214,059
-44,125
2066
$12.8M ﹤0.01%
723,582
-288,040
2067
$12.8M ﹤0.01%
828,456
-1,002,251
2068
$12.8M ﹤0.01%
257,583
-120,016
2069
$12.8M ﹤0.01%
705,442
-96,134
2070
$12.8M ﹤0.01%
787,082
+241,787
2071
$12.8M ﹤0.01%
510,578
-224,106
2072
$12.8M ﹤0.01%
228,485
-157,361
2073
$12.7M ﹤0.01%
98,149
-5,668
2074
$12.7M ﹤0.01%
218,582
+8,184
2075
$12.7M ﹤0.01%
559,462
+13,243