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
3701
$311K ﹤0.01%
941
-1,806
3702
$310K ﹤0.01%
21,371
-2,911
3703
$310K ﹤0.01%
12,963
-14,285
3704
$310K ﹤0.01%
11,378
-2,803
3705
$310K ﹤0.01%
15,559
3706
$309K ﹤0.01%
17,766
-4,196
3707
$309K ﹤0.01%
+1,275
3708
$306K ﹤0.01%
6,049
-22,126
3709
$306K ﹤0.01%
49,472
-35,728
3710
$305K ﹤0.01%
10,702
-1,738
3711
$304K ﹤0.01%
11,842
+11,041
3712
$304K ﹤0.01%
21,911
+8,170
3713
$304K ﹤0.01%
2,176
+1,248
3714
$304K ﹤0.01%
31,059
+837
3715
$304K ﹤0.01%
19,366
-19,604
3716
$303K ﹤0.01%
15,126
-88,631
3717
$302K ﹤0.01%
25,822
-37,858
3718
$302K ﹤0.01%
8,685
+6,294
3719
$301K ﹤0.01%
34,497
+27,307
3720
$300K ﹤0.01%
30,505
-1,478
3721
$300K ﹤0.01%
16,124
+3,174
3722
$300K ﹤0.01%
9,136
+2,049
3723
$300K ﹤0.01%
7,817
-4,952
3724
$300K ﹤0.01%
8,533
-16,125
3725
$298K ﹤0.01%
21,526
+1,814