Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
2 Technology 8.88%
3 Healthcare 8.47%
4 Financials 7.45%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$898K ﹤0.01%
47,443
-12,756
3027
$896K ﹤0.01%
6,814
-2,170
3028
$895K ﹤0.01%
14,970
-6,293
3029
$895K ﹤0.01%
231,842
-26,228
3030
$894K ﹤0.01%
11,745
-11,568
3031
$890K ﹤0.01%
53,726
-95,306
3032
$890K ﹤0.01%
19,120
-4,754
3033
$889K ﹤0.01%
189,240
-69,264
3034
$889K ﹤0.01%
35,529
+7,062
3035
$884K ﹤0.01%
37,709
-10,327
3036
$882K ﹤0.01%
55,625
+6,152
3037
$880K ﹤0.01%
11,977
-4,920
3038
$880K ﹤0.01%
12,635
-979
3039
$880K ﹤0.01%
294,357
-154,353
3040
$879K ﹤0.01%
11,765
+11,305
3041
$877K ﹤0.01%
25,730
+4,617
3042
$875K ﹤0.01%
14,900
-3,331
3043
$874K ﹤0.01%
54,691
-37,229
3044
$870K ﹤0.01%
94,121
-665
3045
$869K ﹤0.01%
27,002
-670
3046
$867K ﹤0.01%
28,500
+28,350
3047
$867K ﹤0.01%
85,739
-16,464
3048
$865K ﹤0.01%
18,198
-134
3049
$861K ﹤0.01%
25,024
+8,524
3050
$859K ﹤0.01%
61,558
+7,898