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
51
$3.36B 0.35%
15,852,891
+2,705,869
52
$3.36B 0.34%
32,245,613
+1,155,198
53
$3.34B 0.34%
17,225,519
+850,838
54
$3.32B 0.34%
4,954,819
-229,596
55
$3.3B 0.34%
20,707,852
+726,693
56
$3.29B 0.34%
9,579,548
+112,474
57
$3.28B 0.34%
17,160,331
-2,798,205
58
$3.27B 0.34%
36,805,560
-180,638
59
$3.23B 0.33%
80,014,266
+4,112,351
60
$3.23B 0.33%
65,632,764
+4,294,938
61
$3.19B 0.33%
5,539,035
-589,829
62
$3.05B 0.31%
14,479,255
-165,943
63
$2.99B 0.31%
41,054,967
+869,759
64
$2.96B 0.3%
59,243,845
-1,494,140
65
$2.86B 0.29%
75,420,855
+7,694,769
66
$2.86B 0.29%
19,103,040
-1,574,825
67
$2.8B 0.29%
72,008,361
+9,954,023
68
$2.75B 0.28%
25,122,746
-5,250,856
69
$2.74B 0.28%
19,131,690
-92,313
70
$2.71B 0.28%
5,742,632
+69,586
71
$2.7B 0.28%
27,927,486
-506,833
72
$2.7B 0.28%
13,221,768
-38,223
73
$2.69B 0.28%
13,365,960
-484,846
74
$2.67B 0.27%
38,553,908
-1,572,152
75
$2.64B 0.27%
64,801,199
+2,341,308
1 2
3
4 5