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
101
$1.97B 0.21%
11,429,467
-2,783,582
102
$1.95B 0.2%
18,798,981
-432,420
103
$1.92B 0.2%
6,418,926
-235,476
104
$1.9B 0.2%
6,165,384
-1,163,955
105
$1.89B 0.2%
17,305,483
-2,622,160
106
$1.86B 0.2%
11,262,334
-184,902
107
$1.86B 0.2%
8,811,745
-802,189
108
$1.86B 0.2%
29,102,154
-9,451,754
109
$1.85B 0.19%
15,519,880
-920,362
110
$1.84B 0.19%
30,073,337
+765,817
111
$1.84B 0.19%
4,710,290
+26,882
112
$1.81B 0.19%
3,222,885
-144,712
113
$1.79B 0.19%
3,667,111
-331,697
114
$1.79B 0.19%
16,141,575
+1,025,852
115
$1.78B 0.19%
8,262,551
-1,524,203
116
$1.75B 0.18%
11,667,551
-580,970
117
$1.71B 0.18%
8,076,905
-926,172
118
$1.69B 0.18%
23,215,623
-1,570,275
119
$1.69B 0.18%
28,087,254
-7,958,934
120
$1.66B 0.17%
50,857,177
+3,979,031
121
$1.63B 0.17%
32,390,624
-421,532
122
$1.55B 0.16%
3,365,621
-2,377,011
123
$1.54B 0.16%
5,080,819
+1,097,675
124
$1.54B 0.16%
17,236,490
-1,821,360
125
$1.54B 0.16%
18,148,366
-2,199,037
3 4
5
6 7