Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1
+$3.42B
2
+$2.57B
3
+$2.54B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.5B
5
NVDA icon
NVIDIA
NVDA
+$2.21B

Top Sells

1
+$3.23B
2
+$2.92B
3
+$993M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$901M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$896M

Sector Composition

1 Technology 13.89%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81B 0.6%
44,885,287
+4,069,655
27
$5.56B 0.57%
37,375,458
-409,981
28
$5.38B 0.55%
30,179,793
-1,087,175
29
$5B 0.51%
30,644,023
-5,148,195
30
$4.99B 0.51%
65,435,124
-2,889,748
31
$4.97B 0.51%
26,725,229
+2,410,016
32
$4.97B 0.51%
16,840,156
+1,499,793
33
$4.91B 0.5%
26,937,043
+1,216,141
34
$4.7B 0.48%
30,352,766
-758,382
35
$4.46B 0.46%
9,431,238
-1,144,361
36
$4.38B 0.45%
89,469,028
+26,285,599
37
$4.26B 0.44%
40,002,285
-197,932
38
$4.08B 0.42%
40,925,485
+901,021
39
$4.04B 0.41%
8,123,753
+354,121
40
$4.01B 0.41%
57,292,870
-2,691,404
41
$4.01B 0.41%
37,653,638
+9,361,766
42
$3.98B 0.41%
53,954,322
-510,218
43
$3.98B 0.41%
38,245,428
+1,292,731
44
$3.9B 0.4%
13,935,407
+94,462
45
$3.73B 0.38%
19,681,916
+1,539,997
46
$3.5B 0.36%
11,340,011
+1,185,565
47
$3.46B 0.36%
66,281,930
+5,013,433
48
$3.44B 0.35%
41,473,958
-1,273,314
49
$3.41B 0.35%
44,190,341
-1,467,265
50
$3.39B 0.35%
22,022,306
-5,853,254
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