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
2226
$10.4M ﹤0.01%
486,840
+22,030
2227
$10.4M ﹤0.01%
1,027,884
-1,273
2228
$10.4M ﹤0.01%
531,022
-129,835
2229
$10.3M ﹤0.01%
139,620
+8,550
2230
$10.3M ﹤0.01%
224,287
-53,781
2231
$10.3M ﹤0.01%
61,378
-35,374
2232
$10.3M ﹤0.01%
2,127,304
-1,280,333
2233
$10.3M ﹤0.01%
273,745
+156,229
2234
$10.3M ﹤0.01%
563,879
+3,755
2235
$10.3M ﹤0.01%
45,181
+44,703
2236
$10.2M ﹤0.01%
140,678
-16,458
2237
$10.2M ﹤0.01%
103,275
+34,081
2238
$10.2M ﹤0.01%
628,302
-237,274
2239
$10.2M ﹤0.01%
98,458
-59,018
2240
$10.2M ﹤0.01%
390,268
+13,943
2241
$10.1M ﹤0.01%
94,858
-17,904
2242
$10.1M ﹤0.01%
232,262
+1,915
2243
$10.1M ﹤0.01%
15,436
+12,035
2244
$10.1M ﹤0.01%
5,013,428
-4,655,917
2245
$10.1M ﹤0.01%
276,550
-150,543
2246
$10.1M ﹤0.01%
174,889
-169,000
2247
$10.1M ﹤0.01%
77,324
-827
2248
$10.1M ﹤0.01%
1,294,823
+67,314
2249
$10.1M ﹤0.01%
532,774
-11,755
2250
$10.1M ﹤0.01%
72,027
-39,166