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
6726
-105,331
6727
-43,780
6728
-17,117,145
6729
-12,076,891
6730
-3,210
6731
-405
6732
-29
6733
-42
6734
-371
6735
-126
6736
-175,959
6737
-3,510,679
6738
-10,000
6739
-70,000
6740
-211
6741
-395
6742
-1
6743
-20
6744
-74
6745
-62
6746
$0 ﹤0.01%
2
-892
6747
0
6748
-1
6749
0
6750
-50