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
3076
$824K ﹤0.01%
7,226
+909
3077
$823K ﹤0.01%
37,375
-17,677
3078
$822K ﹤0.01%
36,202
+22,424
3079
$818K ﹤0.01%
31,496
+15,511
3080
$813K ﹤0.01%
10,163
+4,698
3081
$812K ﹤0.01%
95,492
-28,640
3082
$811K ﹤0.01%
22,401
-17,216
3083
$809K ﹤0.01%
39,629
-23,458
3084
$808K ﹤0.01%
20,264
-27,213
3085
$802K ﹤0.01%
23,894
-35,634
3086
$802K ﹤0.01%
9,195
-1,204
3087
$801K ﹤0.01%
24,150
-8,965
3088
$799K ﹤0.01%
22,804
-6,523
3089
$799K ﹤0.01%
32,992
-6,535
3090
$798K ﹤0.01%
11,444
-19,932
3091
$798K ﹤0.01%
13,065
-27,835
3092
$797K ﹤0.01%
9,444
+3,547
3093
$794K ﹤0.01%
89,878
+1,594
3094
$794K ﹤0.01%
14,637
-581
3095
$793K ﹤0.01%
26,006
-1,754
3096
$792K ﹤0.01%
77,891
+76,095
3097
$788K ﹤0.01%
100,061
-49,947
3098
$787K ﹤0.01%
37,936
-7,970
3099
$784K ﹤0.01%
26,896
-5,808
3100
$783K ﹤0.01%
36,068
+21,292