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
2401
$8.35M ﹤0.01%
279,360
-59,402
2402
$8.35M ﹤0.01%
334,880
-406,720
2403
$8.35M ﹤0.01%
152,106
-55,939
2404
$8.34M ﹤0.01%
61,392
-39,053
2405
$8.34M ﹤0.01%
254,825
-7,559
2406
$8.33M ﹤0.01%
354,313
-81,875
2407
$8.31M ﹤0.01%
138,062
-1,335
2408
$8.31M ﹤0.01%
444,267
-111,137
2409
$8.31M ﹤0.01%
786,600
2410
$8.3M ﹤0.01%
502,762
+242,551
2411
$8.28M ﹤0.01%
186,569
-12,697
2412
$8.27M ﹤0.01%
366,890
-4,405,022
2413
$8.26M ﹤0.01%
265,752
+1,987
2414
$8.26M ﹤0.01%
478,523
+52,331
2415
$8.26M ﹤0.01%
336,466
+2,571
2416
$8.26M ﹤0.01%
154,090
-647
2417
$8.24M ﹤0.01%
264,323
-8,434
2418
$8.23M ﹤0.01%
282,199
-13,754
2419
$8.23M ﹤0.01%
371,398
-12,026
2420
$8.21M ﹤0.01%
2,422,110
+343,611
2421
$8.21M ﹤0.01%
2,841,106
2422
$8.2M ﹤0.01%
325,967
+15,853
2423
$8.18M ﹤0.01%
296,240
-470,750
2424
$8.17M ﹤0.01%
57,145
-47,489
2425
$8.15M ﹤0.01%
775,026