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
2326
$9.21M ﹤0.01%
197,172
-5,810
2327
$9.21M ﹤0.01%
226,193
-188,183
2328
$9.19M ﹤0.01%
957,823
-584,641
2329
$9.18M ﹤0.01%
195,904
+36,181
2330
$9.14M ﹤0.01%
315,590
+3,554
2331
$9.13M ﹤0.01%
299,785
-54,216
2332
$9.12M ﹤0.01%
148,817
+61,551
2333
$9.11M ﹤0.01%
108,825
-20,774
2334
$9.11M ﹤0.01%
1,294,341
-138,430
2335
$9.1M ﹤0.01%
302,677
-35,491
2336
$9.06M ﹤0.01%
136,638
-7,267
2337
$9.05M ﹤0.01%
465,178
-23,315
2338
$9.04M ﹤0.01%
704,990
+11,924
2339
$9.03M ﹤0.01%
337,268
-146,728
2340
$9.02M ﹤0.01%
391,991
+365,865
2341
$9.01M ﹤0.01%
583,319
+201,833
2342
$8.99M ﹤0.01%
398,680
-19,194
2343
$8.97M ﹤0.01%
127,366
-31,506
2344
$8.96M ﹤0.01%
87,846
-133,850
2345
$8.95M ﹤0.01%
146,593
-3,166
2346
$8.95M ﹤0.01%
+205,761
2347
$8.95M ﹤0.01%
939,088
-27,893
2348
$8.93M ﹤0.01%
246,354
+1,799
2349
$8.93M ﹤0.01%
1,940,354
-655,177
2350
$8.92M ﹤0.01%
47,989
+8,364