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
3901
$1.28M ﹤0.01%
15,246
+7,204
3902
$1.28M ﹤0.01%
43,114
+21,164
3903
$1.28M ﹤0.01%
55,593
+14,296
3904
$1.28M ﹤0.01%
171,957
+82,868
3905
$1.28M ﹤0.01%
81,118
+9,301
3906
$1.27M ﹤0.01%
130,084
-108,986
3907
$1.27M ﹤0.01%
249,528
+16,424
3908
$1.27M ﹤0.01%
33,576
+15,459
3909
$1.27M ﹤0.01%
39,691
-14
3910
$1.27M ﹤0.01%
38,644
+16,984
3911
$1.27M ﹤0.01%
76,743
+45,371
3912
$1.26M ﹤0.01%
124,998
3913
$1.26M ﹤0.01%
164,144
-10,380
3914
$1.26M ﹤0.01%
37,133
+23,588
3915
$1.25M ﹤0.01%
68,361
-3,879
3916
$1.25M ﹤0.01%
26,525
-12,528
3917
$1.25M ﹤0.01%
273,676
+177,134
3918
$1.25M ﹤0.01%
76,358
-99,439
3919
$1.25M ﹤0.01%
47,547
+21,970
3920
$1.25M ﹤0.01%
+62,223
3921
$1.25M ﹤0.01%
72,596
-49,827
3922
$1.24M ﹤0.01%
345,754
+227,620
3923
$1.24M ﹤0.01%
27,199
+280
3924
$1.24M ﹤0.01%
32,046
+28,427
3925
$1.23M ﹤0.01%
15,059
-4,286