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
3201
$675K ﹤0.01%
39,212
+3,676
3202
$674K ﹤0.01%
49,036
-12,594
3203
$673K ﹤0.01%
55,337
+461
3204
$673K ﹤0.01%
10,918
+2,847
3205
$672K ﹤0.01%
672
-156
3206
$672K ﹤0.01%
15,944
-77,457
3207
$671K ﹤0.01%
75,162
+112
3208
$668K ﹤0.01%
26,713
+20,084
3209
$666K ﹤0.01%
14,035
+755
3210
$664K ﹤0.01%
8,466
-1,696
3211
$664K ﹤0.01%
18,609
+8,093
3212
$661K ﹤0.01%
15,640
-16,240
3213
$660K ﹤0.01%
172,000
3214
$659K ﹤0.01%
26,154
-39,346
3215
$657K ﹤0.01%
12,380
+4,662
3216
$656K ﹤0.01%
9,589
-1,625
3217
$655K ﹤0.01%
48,698
-346
3218
$653K ﹤0.01%
6,050
+400
3219
$653K ﹤0.01%
57,237
+1,567
3220
$652K ﹤0.01%
26,088
-4,396
3221
$652K ﹤0.01%
29,898
+12,376
3222
$652K ﹤0.01%
26,036
-99
3223
$651K ﹤0.01%
39,485
-4,308
3224
$646K ﹤0.01%
24,414
-186,023
3225
$646K ﹤0.01%
16,393
-519