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
2126
$11.9M ﹤0.01%
253,853
-363,485
2127
$11.9M ﹤0.01%
370,677
+161,383
2128
$11.8M ﹤0.01%
327,756
-58,494
2129
$11.8M ﹤0.01%
308,007
-6,668
2130
$11.8M ﹤0.01%
444,038
+102,887
2131
$11.8M ﹤0.01%
171,607
-34,845
2132
$11.8M ﹤0.01%
1,078,373
+55,957
2133
$11.7M ﹤0.01%
766,248
-1,975,394
2134
$11.7M ﹤0.01%
202,477
-59,767
2135
$11.7M ﹤0.01%
95,331
+2,161
2136
$11.7M ﹤0.01%
434,077
-16,840
2137
$11.7M ﹤0.01%
2,751,490
+119,105
2138
$11.7M ﹤0.01%
160,736
-37,055
2139
$11.7M ﹤0.01%
398,802
-63,003
2140
$11.7M ﹤0.01%
1,003,294
-84,554
2141
$11.7M ﹤0.01%
865,753
-4,335
2142
$11.6M ﹤0.01%
606,969
+594,075
2143
$11.6M ﹤0.01%
491,758
-49,387
2144
$11.6M ﹤0.01%
1,552,052
-554,826
2145
$11.6M ﹤0.01%
465,138
-93,390
2146
$11.6M ﹤0.01%
988,899
+4,868
2147
$11.6M ﹤0.01%
228,862
+112,831
2148
$11.6M ﹤0.01%
502,488
-181,194
2149
$11.6M ﹤0.01%
58,230
-67,120
2150
$11.5M ﹤0.01%
643,627
-699,198