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
2451
$7.95M ﹤0.01%
622,118
+44,727
2452
$7.95M ﹤0.01%
597,720
-242,167
2453
$7.94M ﹤0.01%
175,516
-38,056
2454
$7.94M ﹤0.01%
478,478
-172,945
2455
$7.93M ﹤0.01%
359,994
+27,826
2456
$7.93M ﹤0.01%
146,481
+28,738
2457
$7.93M ﹤0.01%
750,000
-250,000
2458
$7.91M ﹤0.01%
302,758
+4,351
2459
$7.9M ﹤0.01%
94,247
-827
2460
$7.9M ﹤0.01%
160,881
+1,518
2461
$7.87M ﹤0.01%
956,326
-12,186
2462
$7.87M ﹤0.01%
934,403
-32,244
2463
$7.86M ﹤0.01%
462,562
+212,048
2464
$7.84M ﹤0.01%
737,278
-318,831
2465
$7.83M ﹤0.01%
628,767
+30,262
2466
$7.82M ﹤0.01%
414,178
-1,454,845
2467
$7.81M ﹤0.01%
503,847
-715
2468
$7.81M ﹤0.01%
314,276
-416,250
2469
$7.8M ﹤0.01%
227,970
-3,298
2470
$7.78M ﹤0.01%
309,029
+19,730
2471
$7.76M ﹤0.01%
137,352
+9,549
2472
$7.76M ﹤0.01%
243,459
-25,455
2473
$7.75M ﹤0.01%
185,866
+4,049
2474
$7.74M ﹤0.01%
810,429
-81,944
2475
$7.71M ﹤0.01%
1,184,880
+87,511