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
3451
$468K ﹤0.01%
45,819
+21,152
3452
$468K ﹤0.01%
32,192
+4,491
3453
$468K ﹤0.01%
18,659
+5,793
3454
$467K ﹤0.01%
11,424
+4,566
3455
$466K ﹤0.01%
9,757
+5,050
3456
$466K ﹤0.01%
7,063
-69,659
3457
$463K ﹤0.01%
17,518
-7,560
3458
$463K ﹤0.01%
27,484
+896
3459
$463K ﹤0.01%
14,424
+10,671
3460
$462K ﹤0.01%
57,874
+45,966
3461
$461K ﹤0.01%
9,530
-5,572
3462
$461K ﹤0.01%
10,402
-5,005
3463
$460K ﹤0.01%
37,911
-1,139
3464
$460K ﹤0.01%
90,000
-10,000
3465
$459K ﹤0.01%
17,759
+40
3466
$457K ﹤0.01%
25,182
+24,400
3467
$457K ﹤0.01%
15,681
-36,826
3468
$456K ﹤0.01%
32,667
-3,388
3469
$456K ﹤0.01%
17,250
3470
$456K ﹤0.01%
7,487
-4,058
3471
$455K ﹤0.01%
39,370
-50,080
3472
$454K ﹤0.01%
16,308
-3,930
3473
$452K ﹤0.01%
9,044
-4,827
3474
$452K ﹤0.01%
36,622
+9,335
3475
$451K ﹤0.01%
13,497
-3,124