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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.36B
2 +$6.32B
3 +$4.37B
4
VTV icon
Vanguard Value ETF
VTV
+$4.25B
5
AAPL icon
Apple
AAPL
+$2.25B

Sector Composition

1 Technology 11.26%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$2.85M ﹤0.01%
407,134
-83,307
3302
$2.85M ﹤0.01%
126,185
-11,094
3303
$2.84M ﹤0.01%
66,473
+4,942
3304
$2.84M ﹤0.01%
280,762
3305
$2.84M ﹤0.01%
17,898
+11,731
3306
$2.83M ﹤0.01%
280,296
3307
$2.83M ﹤0.01%
41,031
+25,707
3308
$2.83M ﹤0.01%
166,393
-13,947
3309
$2.82M ﹤0.01%
280,000
3310
$2.82M ﹤0.01%
280,000
-3,650
3311
$2.82M ﹤0.01%
36,371
+7,661
3312
$2.82M ﹤0.01%
117,548
-9,195
3313
$2.82M ﹤0.01%
144,203
+140,624
3314
$2.82M ﹤0.01%
48,022
-6,549
3315
$2.81M ﹤0.01%
321,668
+21,300
3316
$2.81M ﹤0.01%
69,928
+23,642
3317
$2.81M ﹤0.01%
116,656
+9
3318
$2.8M ﹤0.01%
68,205
+16,951
3319
$2.8M ﹤0.01%
159,305
+125,476
3320
$2.79M ﹤0.01%
945,869
-74,583
3321
$2.79M ﹤0.01%
85,730
+35,603
3322
$2.78M ﹤0.01%
340,271
-6,183
3323
$2.78M ﹤0.01%
307,691
-164,264
3324
$2.78M ﹤0.01%
130,054
+467
3325
$2.78M ﹤0.01%
186,732
+14,250