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
3126
$760K ﹤0.01%
57,853
-58,427
3127
$760K ﹤0.01%
56,624
-86,490
3128
$758K ﹤0.01%
19,710
-7,926
3129
$757K ﹤0.01%
32,316
-4,712
3130
$757K ﹤0.01%
23,352
-24,998
3131
$756K ﹤0.01%
119,169
-9,763
3132
$755K ﹤0.01%
136,422
-13,980
3133
$755K ﹤0.01%
109,033
-1,963
3134
$753K ﹤0.01%
28,741
-42,867
3135
$752K ﹤0.01%
41,584
+4,059
3136
$751K ﹤0.01%
556
+5
3137
$750K ﹤0.01%
43,883
-20,406
3138
$749K ﹤0.01%
28,553
+9,362
3139
$749K ﹤0.01%
4,739
+3,007
3140
$747K ﹤0.01%
25,402
-8,763
3141
$746K ﹤0.01%
9,858
-6,042
3142
$745K ﹤0.01%
33,496
+7,148
3143
$745K ﹤0.01%
13,648
-56,540
3144
$744K ﹤0.01%
15,751
+488
3145
$744K ﹤0.01%
90,048
-177,960
3146
$744K ﹤0.01%
34,259
+1,445
3147
$743K ﹤0.01%
33,928
-12,766
3148
$743K ﹤0.01%
13,130
-12,312
3149
$743K ﹤0.01%
14,601
+3,023
3150
$740K ﹤0.01%
56,981
+51,513