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
3001
$3.84M ﹤0.01%
86,794
+561
3002
$3.83M ﹤0.01%
370,000
3003
$3.82M ﹤0.01%
50,567
-1,841
3004
$3.82M ﹤0.01%
188,021
-961,197
3005
$3.82M ﹤0.01%
79,527
-83,690
3006
$3.81M ﹤0.01%
39,491
-30,201
3007
$3.81M ﹤0.01%
235,121
+4,854
3008
$3.8M ﹤0.01%
302,604
-338,942
3009
$3.8M ﹤0.01%
195,574
-14,239
3010
$3.8M ﹤0.01%
446,994
-63,609
3011
$3.8M ﹤0.01%
796,306
-3,545,633
3012
$3.79M ﹤0.01%
1,018,988
-524,097
3013
$3.79M ﹤0.01%
71,348
-28,883
3014
$3.78M ﹤0.01%
210,862
+6,701
3015
$3.78M ﹤0.01%
523,418
-440,089
3016
$3.78M ﹤0.01%
1,436,279
-569,459
3017
$3.78M ﹤0.01%
294,761
+8,920
3018
$3.77M ﹤0.01%
430,369
+3,097
3019
$3.76M ﹤0.01%
224,064
-209,597
3020
$3.76M ﹤0.01%
352,473
-4,016
3021
$3.74M ﹤0.01%
192,349
-12,610
3022
$3.72M ﹤0.01%
209,001
-45,576
3023
$3.72M ﹤0.01%
82,181
-4,385
3024
$3.71M ﹤0.01%
352,721
+83,502
3025
$3.71M ﹤0.01%
192,063
+56,373