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
3851
$1.42M ﹤0.01%
10,664
+9,926
3852
$1.42M ﹤0.01%
215,079
+2,686
3853
$1.41M ﹤0.01%
60,642
+6,293
3854
$1.41M ﹤0.01%
61,193
+20,313
3855
$1.41M ﹤0.01%
89,266
-39,930
3856
$1.4M ﹤0.01%
72,873
+13,190
3857
$1.4M ﹤0.01%
54,946
+34,382
3858
$1.4M ﹤0.01%
9,361
-6,003
3859
$1.4M ﹤0.01%
116,934
-48,636
3860
$1.4M ﹤0.01%
75,151
+9,827
3861
$1.39M ﹤0.01%
257,221
+240,540
3862
$1.39M ﹤0.01%
36,235
-41,337
3863
$1.39M ﹤0.01%
19,172
-7,733
3864
$1.39M ﹤0.01%
22,174
+3,192
3865
$1.39M ﹤0.01%
154,618
+41,603
3866
$1.39M ﹤0.01%
530,343
+281,161
3867
$1.39M ﹤0.01%
628,047
+367,668
3868
$1.39M ﹤0.01%
470,168
-5,307
3869
$1.39M ﹤0.01%
22,096
+1,759
3870
$1.39M ﹤0.01%
30,962
-8,790
3871
$1.38M ﹤0.01%
44,916
-892
3872
$1.38M ﹤0.01%
177,678
+76,831
3873
$1.38M ﹤0.01%
165,136
-11,899
3874
$1.38M ﹤0.01%
+36,332
3875
$1.38M ﹤0.01%
484,897
-67,029