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
2076
$12.6M ﹤0.01%
974,232
+718,234
2077
$12.6M ﹤0.01%
221,323
-88,037
2078
$12.6M ﹤0.01%
234,398
+40,783
2079
$12.6M ﹤0.01%
72,319
-3,307
2080
$12.6M ﹤0.01%
285,782
+149,989
2081
$12.6M ﹤0.01%
3,663,320
-345,241
2082
$12.6M ﹤0.01%
159,555
-21,720
2083
$12.5M ﹤0.01%
573,759
-29,988
2084
$12.5M ﹤0.01%
1,278,339
+1,103,277
2085
$12.5M ﹤0.01%
535,882
-77,573
2086
$12.5M ﹤0.01%
898,348
+46,039
2087
$12.5M ﹤0.01%
724,708
-640,349
2088
$12.5M ﹤0.01%
347,312
-96,057
2089
$12.4M ﹤0.01%
1,018,065
-166,413
2090
$12.4M ﹤0.01%
1,860,664
-3,254,407
2091
$12.4M ﹤0.01%
525,953
+1,434
2092
$12.4M ﹤0.01%
173,743
-72,383
2093
$12.4M ﹤0.01%
122,024
-7,132
2094
$12.4M ﹤0.01%
153,730
+57,314
2095
$12.4M ﹤0.01%
771,176
-1,533,095
2096
$12.4M ﹤0.01%
1,053,349
-760,667
2097
$12.3M ﹤0.01%
294,478
+70,157
2098
$12.3M ﹤0.01%
688,292
-146,922
2099
$12.3M ﹤0.01%
1,631,464
-634,637
2100
$12.3M ﹤0.01%
271,123
-76,674