Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$4.76B
2 +$3.1B
3 +$2.93B
4
VTV icon
Vanguard Value ETF
VTV
+$2.64B
5
NVDA icon
NVIDIA
NVDA
+$1.88B

Sector Composition

1 Technology 13.86%
2 Financials 7.47%
3 Healthcare 7.43%
4 Consumer Discretionary 6.09%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$7.46M ﹤0.01%
161,999
+62,689
2502
$7.46M ﹤0.01%
327,044
-149,220
2503
$7.46M ﹤0.01%
43,549
-52,144
2504
$7.45M ﹤0.01%
184,960
-168,558
2505
$7.45M ﹤0.01%
160,075
-6,433
2506
$7.44M ﹤0.01%
80,461
-39,232
2507
$7.43M ﹤0.01%
1,079,424
+225,891
2508
$7.41M ﹤0.01%
349,312
+23,008
2509
$7.39M ﹤0.01%
468,897
+19,952
2510
$7.39M ﹤0.01%
184,401
-41,641
2511
$7.39M ﹤0.01%
548,430
+149,172
2512
$7.39M ﹤0.01%
936,291
-10,339
2513
$7.38M ﹤0.01%
78,707
+1,643
2514
$7.38M ﹤0.01%
605,649
+21,110
2515
$7.37M ﹤0.01%
128,314
-162,423
2516
$7.36M ﹤0.01%
150,069
-15,931
2517
$7.35M ﹤0.01%
132,882
-17,776
2518
$7.34M ﹤0.01%
116,012
-4,467
2519
$7.33M ﹤0.01%
779,451
+366,908
2520
$7.32M ﹤0.01%
428,210
-11,090
2521
$7.3M ﹤0.01%
62,248
-3,105
2522
$7.3M ﹤0.01%
246,338
-47,170
2523
$7.29M ﹤0.01%
211,049
+5,570
2524
$7.26M ﹤0.01%
506,622
-49,179
2525
$7.24M ﹤0.01%
108,610
+12,300