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
3751
$287K ﹤0.01%
9,170
+229
3752
$286K ﹤0.01%
7,220
+3,712
3753
$286K ﹤0.01%
2,906
+1,776
3754
$285K ﹤0.01%
14,998
-148,745
3755
$285K ﹤0.01%
17,371
-346
3756
$285K ﹤0.01%
16,226
-15,946
3757
$284K ﹤0.01%
20,873
-15,688
3758
0
3759
$284K ﹤0.01%
16,180
-7,910
3760
$283K ﹤0.01%
31,879
-2,641
3761
$283K ﹤0.01%
15,679
+3,293
3762
$283K ﹤0.01%
5,760
+4,760
3763
$282K ﹤0.01%
5,194
-4,406
3764
$282K ﹤0.01%
6,143
-182
3765
$282K ﹤0.01%
17,000
-800
3766
$281K ﹤0.01%
74,056
+1,328
3767
$281K ﹤0.01%
24,169
-26,676
3768
$281K ﹤0.01%
20,067
+19,274
3769
$280K ﹤0.01%
11,376
-800
3770
$280K ﹤0.01%
19,510
3771
$279K ﹤0.01%
4,955
-12,122
3772
$278K ﹤0.01%
64,259
-21,000
3773
$277K ﹤0.01%
9,522
-230
3774
$277K ﹤0.01%
55,294
-57,989
3775
$276K ﹤0.01%
8,102
-85,433