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
6601
$0 ﹤0.01%
1
6602
-266,412
6603
0
6604
-66,292
6605
$0 ﹤0.01%
15,491
6606
-26,281
6607
-381,975
6608
-14
6609
-194,153
6610
$0 ﹤0.01%
+426
6611
0
6612
-100
6613
-100
6614
-500
6615
-300
6616
-1
6617
-23,819
6618
-25,200
6619
-4,543
6620
-126,532
6621
-1,067,630
6622
-222,953
6623
-1
6624
-4,400
6625
-15,700