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
1551
$25.8M ﹤0.01%
326,840
+49,307
1552
$25.6M ﹤0.01%
1,432,590
-135,274
1553
$25.6M ﹤0.01%
356,616
-205,315
1554
$25.6M ﹤0.01%
+287,407
1555
$25.6M ﹤0.01%
274,573
-20,113
1556
$25.5M ﹤0.01%
486,373
+77,140
1557
$25.4M ﹤0.01%
396,120
+4,519
1558
$25.4M ﹤0.01%
2,948,130
-50,655
1559
$25.3M ﹤0.01%
334,834
-63,364
1560
$25.3M ﹤0.01%
1,089,430
+4,768
1561
$25.2M ﹤0.01%
581,416
-338,399
1562
$25.2M ﹤0.01%
1,860,129
+1,451,911
1563
$25.1M ﹤0.01%
1,378,120
+923,840
1564
$25.1M ﹤0.01%
839,233
-81,888
1565
$25.1M ﹤0.01%
1,095,818
-647,712
1566
$25.1M ﹤0.01%
456,621
-212,146
1567
$25M ﹤0.01%
483,578
-11,472
1568
$24.9M ﹤0.01%
281,123
-20,892
1569
$24.8M ﹤0.01%
791,488
-81,214
1570
$24.8M ﹤0.01%
134,418
-108,302
1571
$24.8M ﹤0.01%
558,096
+555,414
1572
$24.8M ﹤0.01%
451,423
-13,325
1573
$24.8M ﹤0.01%
3,043,078
-1,628
1574
$24.8M ﹤0.01%
118,534
-39,942
1575
$24.7M ﹤0.01%
767,443
-28,907