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
3326
$2.78M ﹤0.01%
941,013
-106,132
3327
$2.77M ﹤0.01%
90,354
-40,852
3328
$2.77M ﹤0.01%
168,440
-65,111
3329
$2.76M ﹤0.01%
146,772
+15,814
3330
$2.76M ﹤0.01%
33,885
-10,657
3331
$2.75M ﹤0.01%
152,742
+11,975
3332
$2.74M ﹤0.01%
105,235
-131,225
3333
$2.74M ﹤0.01%
245,877
+78,956
3334
$2.74M ﹤0.01%
58,767
+25,839
3335
$2.74M ﹤0.01%
316,010
-24,154
3336
$2.74M ﹤0.01%
+12,021
3337
$2.71M ﹤0.01%
273,124
+164,563
3338
$2.71M ﹤0.01%
26,094
-10,640
3339
$2.71M ﹤0.01%
97,302
-24,977
3340
$2.71M ﹤0.01%
92,898
-47,662
3341
$2.7M ﹤0.01%
78,683
-22,175
3342
$2.69M ﹤0.01%
59,866
+1,824
3343
$2.69M ﹤0.01%
108,205
+5,738
3344
$2.69M ﹤0.01%
235,914
+58,122
3345
$2.69M ﹤0.01%
105,471
-24,499
3346
$2.68M ﹤0.01%
396,957
-4,219
3347
$2.68M ﹤0.01%
32,858
+26,954
3348
$2.68M ﹤0.01%
1,140,450
+908,484
3349
$2.68M ﹤0.01%
124,473
-31,732
3350
$2.68M ﹤0.01%
135,816
+23,546