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
2301
$9.53M ﹤0.01%
488,028
-169,602
2302
$9.52M ﹤0.01%
246,491
+93,781
2303
$9.5M ﹤0.01%
235,691
+82,675
2304
$9.5M ﹤0.01%
364,403
-15,590
2305
$9.46M ﹤0.01%
50,129
-22,421
2306
$9.45M ﹤0.01%
230,932
+14,806
2307
$9.45M ﹤0.01%
227,979
-13,840
2308
$9.44M ﹤0.01%
338,710
-401,766
2309
$9.42M ﹤0.01%
66,989
-1,525
2310
$9.42M ﹤0.01%
182,539
+10,298
2311
$9.39M ﹤0.01%
270,832
-15,222
2312
$9.38M ﹤0.01%
413,697
+133,739
2313
$9.38M ﹤0.01%
378,588
-285,590
2314
$9.38M ﹤0.01%
297,293
-11,811
2315
$9.37M ﹤0.01%
88,173
+57,956
2316
$9.36M ﹤0.01%
305,802
-223,711
2317
$9.34M ﹤0.01%
1,556,336
+371,896
2318
$9.34M ﹤0.01%
100,983
-98,958
2319
$9.33M ﹤0.01%
295,672
-105,802
2320
$9.32M ﹤0.01%
405,284
+85,619
2321
$9.28M ﹤0.01%
1,207,265
-584,345
2322
$9.28M ﹤0.01%
911,385
+35,484
2323
$9.25M ﹤0.01%
348,678
-143,074
2324
$9.22M ﹤0.01%
900,000
2325
$9.22M ﹤0.01%
647,794
+613,639