Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
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
3526
$414K ﹤0.01%
25,266
-10,842
3527
$414K ﹤0.01%
21,367
-1,225
3528
$412K ﹤0.01%
24,246
-12,093
3529
$411K ﹤0.01%
3,645
+167
3530
$411K ﹤0.01%
+6,607
3531
$411K ﹤0.01%
15,374
+12,846
3532
$410K ﹤0.01%
28,618
-6
3533
$410K ﹤0.01%
17,693
-21,202
3534
$409K ﹤0.01%
46,493
+4,107
3535
$409K ﹤0.01%
+13,675
3536
$409K ﹤0.01%
13,785
-2,644
3537
$408K ﹤0.01%
11,431
-10,989
3538
$406K ﹤0.01%
29,156
-194
3539
$406K ﹤0.01%
97,658
+23,597
3540
$405K ﹤0.01%
5,404
-6,322
3541
$405K ﹤0.01%
11,097
-11,759
3542
$404K ﹤0.01%
10,565
+1,702
3543
$404K ﹤0.01%
31,340
-6,065
3544
$404K ﹤0.01%
32,632
-110,879
3545
$403K ﹤0.01%
11,301
-1,964
3546
$403K ﹤0.01%
82,778
-558,155
3547
$402K ﹤0.01%
9,951
-1,483
3548
$402K ﹤0.01%
6,293
-15,223
3549
$402K ﹤0.01%
24,364
+706
3550
$402K ﹤0.01%
31,248
+260