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
2376
$8.61M ﹤0.01%
597,230
-2,231
2377
$8.6M ﹤0.01%
407,885
-120,181
2378
$8.59M ﹤0.01%
274,883
-630,965
2379
$8.59M ﹤0.01%
100,841
-53,594
2380
$8.58M ﹤0.01%
431,841
-185,316
2381
$8.55M ﹤0.01%
318,243
+74,746
2382
$8.55M ﹤0.01%
284,008
-145,497
2383
$8.53M ﹤0.01%
+322,968
2384
$8.53M ﹤0.01%
393,323
-10,390
2385
$8.53M ﹤0.01%
437,353
+135,591
2386
$8.52M ﹤0.01%
373,065
+43,641
2387
$8.52M ﹤0.01%
157,803
-356,270
2388
$8.52M ﹤0.01%
286,501
-74,074
2389
$8.51M ﹤0.01%
260,979
-942,276
2390
$8.51M ﹤0.01%
90,502
-64,667
2391
$8.5M ﹤0.01%
68,314
-7,769
2392
$8.49M ﹤0.01%
414,939
-862,593
2393
$8.49M ﹤0.01%
778,147
+159,107
2394
$8.49M ﹤0.01%
519,645
-338,171
2395
$8.48M ﹤0.01%
620,067
-2,617,642
2396
$8.39M ﹤0.01%
453,424
+31,659
2397
$8.37M ﹤0.01%
270,906
-65,653
2398
$8.36M ﹤0.01%
340,902
-268,813
2399
$8.35M ﹤0.01%
5,757,838
+3,175,115
2400
$8.35M ﹤0.01%
273,432
-20,973