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
2176
$11.1M ﹤0.01%
243,163
+99,119
2177
$11.1M ﹤0.01%
110,452
-103,272
2178
$11.1M ﹤0.01%
189,140
-4,323
2179
$11.1M ﹤0.01%
130,371
-38,398
2180
$11.1M ﹤0.01%
100,048
+2,685
2181
$11M ﹤0.01%
534,269
-43,326
2182
$11M ﹤0.01%
986,430
+4,070
2183
$11M ﹤0.01%
621,221
-168,411
2184
$11M ﹤0.01%
1,060,344
-32,714
2185
$11M ﹤0.01%
426,378
-16,656
2186
$11M ﹤0.01%
2,017,062
+66,939
2187
$11M ﹤0.01%
264,895
-1,196,647
2188
$11M ﹤0.01%
483,449
-6,838
2189
$10.9M ﹤0.01%
66,509
+28,140
2190
$10.9M ﹤0.01%
106,896
+37,654
2191
$10.9M ﹤0.01%
396,628
-23,351
2192
$10.9M ﹤0.01%
282,963
+4,515
2193
$10.9M ﹤0.01%
151,980
-9,195
2194
$10.9M ﹤0.01%
531,089
+142,584
2195
$10.9M ﹤0.01%
1,098,930
-18,335
2196
$10.9M ﹤0.01%
1,214,501
-163,211
2197
$10.8M ﹤0.01%
158,862
-405,579
2198
$10.8M ﹤0.01%
103,874
-444,154
2199
$10.8M ﹤0.01%
228,320
-70,847
2200
$10.7M ﹤0.01%
429,941
+25,203