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
$842B
AUM Growth
-$28.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,214
New
Increased
Reduced
Closed

Top Buys

1 +$819M
2 +$686M
3 +$651M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$562M
5
SYF icon
Synchrony
SYF
+$444M

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
651
$149M 0.02%
1,778,668
-106,511
652
$149M 0.02%
10,762,490
-1,889,366
653
$149M 0.02%
5,676,794
-13,118,533
654
$148M 0.02%
11,038,024
+937,250
655
$148M 0.02%
1,318,846
-1,040,668
656
$148M 0.02%
1,086,892
-43,080
657
$147M 0.02%
313,071
-91,978
658
$147M 0.02%
670,918
-279,289
659
$147M 0.02%
4,622,792
-1,317,458
660
$147M 0.02%
3,963,556
-1,701,570
661
$147M 0.02%
1,662,150
-511,743
662
$146M 0.02%
3,287,068
+46,799
663
$146M 0.02%
4,280,762
-2,281,780
664
$146M 0.02%
1,175,876
-362,108
665
$146M 0.02%
1,204,456
-537,638
666
$146M 0.02%
2,124,403
-493,541
667
$145M 0.02%
6,381,684
-1,174,838
668
$145M 0.02%
2,092,365
-1,089,769
669
$144M 0.02%
2,312,566
-18,674
670
$143M 0.02%
2,427,288
+291,781
671
$143M 0.02%
1,694,805
-44,491
672
$141M 0.01%
2,182,659
+109,325
673
$140M 0.01%
550,670
+68,798
674
$140M 0.01%
1,811,364
-1,041,810
675
$139M 0.01%
1,186,575
-15,912