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
2151
$11.5M ﹤0.01%
183,535
-40,308
2152
$11.5M ﹤0.01%
62,320
-5,296
2153
$11.4M ﹤0.01%
217,656
+729
2154
$11.4M ﹤0.01%
160,012
+5,736
2155
$11.4M ﹤0.01%
79,387
-20,857
2156
$11.4M ﹤0.01%
216,041
-14,122
2157
$11.4M ﹤0.01%
138,924
-2,022
2158
$11.4M ﹤0.01%
167,835
-77,181
2159
$11.4M ﹤0.01%
529,791
+38,986
2160
$11.3M ﹤0.01%
1,038,260
-43,270
2161
$11.3M ﹤0.01%
505,993
+365,912
2162
$11.3M ﹤0.01%
909,243
+476,784
2163
$11.3M ﹤0.01%
56,284
-5,400
2164
$11.3M ﹤0.01%
1,300,370
+23,727
2165
$11.3M ﹤0.01%
681,567
-11,390
2166
$11.3M ﹤0.01%
264,653
-21,425
2167
$11.3M ﹤0.01%
670,838
+60,375
2168
$11.3M ﹤0.01%
169,266
-10,090
2169
$11.2M ﹤0.01%
346,365
-137,945
2170
$11.2M ﹤0.01%
286,455
-7,832
2171
$11.2M ﹤0.01%
237,423
-4,574
2172
$11.2M ﹤0.01%
115,678
-223,685
2173
$11.2M ﹤0.01%
244,039
-61,457
2174
$11.2M ﹤0.01%
430,938
-994,092
2175
$11.1M ﹤0.01%
286,318
-2,230