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
2101
$12.3M ﹤0.01%
517,476
-135,397
2102
$12.2M ﹤0.01%
117,250
+14,917
2103
$12.2M ﹤0.01%
262,808
-217,796
2104
$12.2M ﹤0.01%
594,568
-913,098
2105
$12.2M ﹤0.01%
143,906
-3,747
2106
$12.2M ﹤0.01%
599,279
-730,316
2107
$12.1M ﹤0.01%
1,182,332
2108
$12.1M ﹤0.01%
179,328
+2,636
2109
$12.1M ﹤0.01%
442,305
+4,331
2110
$12.1M ﹤0.01%
201,170
+62,529
2111
$12.1M ﹤0.01%
330,948
+112,919
2112
$12.1M ﹤0.01%
448,458
+340,603
2113
$12M ﹤0.01%
354,921
-6,596
2114
$12M ﹤0.01%
241,103
-43,006
2115
$12M ﹤0.01%
338,173
-121,618
2116
$12M ﹤0.01%
100,417
-42,571
2117
$12M ﹤0.01%
1,192,045
-1,367,059
2118
$12M ﹤0.01%
167,348
+25,754
2119
$12M ﹤0.01%
86,590
-5,384
2120
$12M ﹤0.01%
758,471
-336,401
2121
$12M ﹤0.01%
282,404
-516,727
2122
$11.9M ﹤0.01%
477,113
+42,144
2123
$11.9M ﹤0.01%
534,845
+9,511
2124
$11.9M ﹤0.01%
166,394
-2,814
2125
$11.9M ﹤0.01%
1,024,365
-369,897