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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.36B
2 +$6.32B
3 +$4.37B
4
VTV icon
Vanguard Value ETF
VTV
+$4.25B
5
AAPL icon
Apple
AAPL
+$2.25B

Sector Composition

1 Technology 11.26%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$1.35M ﹤0.01%
41,459
-16,105
3877
$1.35M ﹤0.01%
80,880
+67,701
3878
$1.35M ﹤0.01%
62,075
-17,317
3879
$1.34M ﹤0.01%
41,137
-6,145
3880
$1.34M ﹤0.01%
26,346
+16,073
3881
$1.34M ﹤0.01%
403,592
+25,408
3882
$1.33M ﹤0.01%
52,399
-8,600
3883
$1.33M ﹤0.01%
428,208
+40,569
3884
$1.33M ﹤0.01%
14,111
+9,361
3885
$1.33M ﹤0.01%
250,186
-81,489
3886
$1.32M ﹤0.01%
49,599
-2,510
3887
$1.32M ﹤0.01%
6,821
+1,434
3888
$1.31M ﹤0.01%
50,634
+39,660
3889
$1.31M ﹤0.01%
178,045
+81,688
3890
$1.31M ﹤0.01%
70,516
-10,352
3891
$1.31M ﹤0.01%
53,988
+11,151
3892
$1.31M ﹤0.01%
39,023
-1,492
3893
$1.31M ﹤0.01%
336,390
-136,819
3894
$1.3M ﹤0.01%
251,542
-8,838
3895
$1.3M ﹤0.01%
28,140
+14,048
3896
$1.29M ﹤0.01%
61,988
+3,381
3897
$1.29M ﹤0.01%
130,000
3898
$1.29M ﹤0.01%
37,871
-4,143
3899
$1.29M ﹤0.01%
112,294
-60,007
3900
$1.28M ﹤0.01%
139,049
+88,484