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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.98B
2 +$2.47B
3 +$1.66B
4
VTV icon
Vanguard Value ETF
VTV
+$1.34B
5
TSLA icon
Tesla
TSLA
+$1.21B

Top Sells

1 +$1.37B
2 +$994M
3 +$879M
4
UNH icon
UnitedHealth
UNH
+$844M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$632M

Sector Composition

1 Technology 14.91%
2 Financials 8.11%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$2.84M ﹤0.01%
125,839
-12,143
3427
$2.83M ﹤0.01%
88,929
+3,648
3428
$2.83M ﹤0.01%
250,869
+38,406
3429
$2.83M ﹤0.01%
163,336
-72,677
3430
$2.82M ﹤0.01%
149,552
-15,340
3431
$2.82M ﹤0.01%
468,793
+430,930
3432
$2.82M ﹤0.01%
67,734
+26,883
3433
$2.81M ﹤0.01%
184,634
+120,214
3434
$2.81M ﹤0.01%
77,959
+8,831
3435
$2.81M ﹤0.01%
48,947
-15,724
3436
$2.81M ﹤0.01%
110,364
-3,244
3437
$2.81M ﹤0.01%
89,588
-43,398
3438
$2.8M ﹤0.01%
116,187
+5,685
3439
$2.8M ﹤0.01%
266,642
+26,616
3440
$2.8M ﹤0.01%
62,147
-162,279
3441
$2.8M ﹤0.01%
122,974
-5,887
3442
$2.8M ﹤0.01%
749,697
-10,699
3443
$2.79M ﹤0.01%
257,740
+92,290
3444
$2.79M ﹤0.01%
74,095
+7,912
3445
$2.78M ﹤0.01%
45,254
+7,353
3446
$2.78M ﹤0.01%
124,372
+76,670
3447
$2.78M ﹤0.01%
189,060
-3,474,918
3448
$2.77M ﹤0.01%
342,660
+14,790
3449
$2.77M ﹤0.01%
201,122
+95,432
3450
$2.76M ﹤0.01%
56,274
-5,692