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
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$991M
3 +$679M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$636M
5
VUG icon
Vanguard Growth ETF
VUG
+$550M

Sector Composition

1 Industrials 9.07%
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
3101
$782K ﹤0.01%
24,765
-16,934
3102
$781K ﹤0.01%
12,748
+4,361
3103
$781K ﹤0.01%
59,092
+24,418
3104
$781K ﹤0.01%
28,866
+1,530
3105
$779K ﹤0.01%
54,349
-12,430
3106
$778K ﹤0.01%
41,874
-13,762
3107
$777K ﹤0.01%
13,019
-23,560
3108
$776K ﹤0.01%
23,466
+22,798
3109
$776K ﹤0.01%
56,328
+236
3110
$776K ﹤0.01%
31,529
-340
3111
$775K ﹤0.01%
76,619
+34,124
3112
$775K ﹤0.01%
12,087
+2,798
3113
$773K ﹤0.01%
35,989
-6,857
3114
$770K ﹤0.01%
41,688
-4,855
3115
$769K ﹤0.01%
13,886
+10,209
3116
$769K ﹤0.01%
11,269
-720
3117
$768K ﹤0.01%
17,772
+1,814
3118
$767K ﹤0.01%
28,936
+4,790
3119
$767K ﹤0.01%
66,656
-19,464
3120
$767K ﹤0.01%
43,292
-8,633
3121
$766K ﹤0.01%
40,990
-82,368
3122
$762K ﹤0.01%
149,248
+54,800
3123
$761K ﹤0.01%
60,190
+10,985
3124
$761K ﹤0.01%
+111,951
3125
$760K ﹤0.01%
57,853
-58,427