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
2426
$8.15M ﹤0.01%
904,477
+39,498
2427
$8.15M ﹤0.01%
100,877
+15,010
2428
$8.13M ﹤0.01%
318,116
-461,881
2429
$8.13M ﹤0.01%
208,841
-34,260
2430
$8.13M ﹤0.01%
241,500
-21,103
2431
$8.11M ﹤0.01%
518,063
+15,840
2432
$8.11M ﹤0.01%
491,792
+9,827
2433
$8.1M ﹤0.01%
1,194,240
2434
$8.09M ﹤0.01%
1,201,752
+523,292
2435
$8.08M ﹤0.01%
60,535
-5,334
2436
$8.08M ﹤0.01%
455,387
+221,993
2437
$8.08M ﹤0.01%
140,639
-10,485
2438
$8.07M ﹤0.01%
+160,737
2439
$8.07M ﹤0.01%
111,959
-44,039
2440
$8.06M ﹤0.01%
1,782,279
-4,986
2441
$8.06M ﹤0.01%
69,161
-21,552
2442
$8.05M ﹤0.01%
216,734
-57,962
2443
$8.05M ﹤0.01%
70,749
-12,903
2444
$8.03M ﹤0.01%
318,530
+29,828
2445
$8.02M ﹤0.01%
260,875
+24,685
2446
$8.01M ﹤0.01%
465,938
+119,939
2447
$7.98M ﹤0.01%
105,366
-62,704
2448
$7.97M ﹤0.01%
270,245
-149,591
2449
$7.97M ﹤0.01%
843,930
+288,107
2450
$7.96M ﹤0.01%
963,028
+140,225