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
76
$2.56B 0.26%
34,319,677
-2,160,292
77
$2.48B 0.25%
11,959,011
+4,406,964
78
$2.43B 0.25%
51,691,038
+14,862,195
79
$2.43B 0.25%
14,162,306
+762,897
80
$2.42B 0.25%
24,669,132
+2,486,234
81
$2.4B 0.25%
33,579,767
-2,746,992
82
$2.37B 0.24%
14,213,049
+66,453
83
$2.35B 0.24%
10,506,942
-315,560
84
$2.34B 0.24%
50,295,474
-3,619,054
85
$2.28B 0.23%
38,013,134
+10,850,885
86
$2.24B 0.23%
36,046,188
+1,837,281
87
$2.23B 0.23%
9,786,754
+56,512
88
$2.22B 0.23%
20,594,037
-3,084,418
89
$2.2B 0.23%
17,917,891
+5,780,328
90
$2.17B 0.22%
11,867,240
+882,401
91
$2.17B 0.22%
32,124,469
-6,661,136
92
$2.15B 0.22%
16,066,495
+1,786,589
93
$2.14B 0.22%
36,888,570
-3,564,615
94
$2.14B 0.22%
12,904,516
+1,134,743
95
$2.14B 0.22%
26,508,964
+2,874,730
96
$2.14B 0.22%
21,115,186
+1,022,842
97
$2.13B 0.22%
14,079,985
-1,532,944
98
$2.09B 0.22%
7,329,339
+791,398
99
$2.09B 0.21%
12,678,097
+545,099
100
$2.09B 0.21%
5,054,845
+754,332
2 3
4
5 6