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
3951
$202K ﹤0.01%
12,706
-72,135
3952
$201K ﹤0.01%
2,000
3953
$201K ﹤0.01%
5,149
+2,222
3954
$201K ﹤0.01%
5,505
-651
3955
$200K ﹤0.01%
16,306
+14,347
3956
$200K ﹤0.01%
3,638
-1,887
3957
$199K ﹤0.01%
22,129
-5,794
3958
$199K ﹤0.01%
6,935
+1,347
3959
$199K ﹤0.01%
9,356
-629
3960
$199K ﹤0.01%
12,287
-1,997
3961
$198K ﹤0.01%
9,480
-13,660
3962
$198K ﹤0.01%
3,713
-9,946
3963
$197K ﹤0.01%
26,642
-36,576
3964
$197K ﹤0.01%
11,809
+5,609
3965
$197K ﹤0.01%
13,324
+1,074
3966
$196K ﹤0.01%
7,635
+2,585
3967
$196K ﹤0.01%
6,244
+18
3968
$196K ﹤0.01%
14,863
-4,745
3969
$195K ﹤0.01%
1,736
-2,905
3970
$194K ﹤0.01%
27,679
3971
$194K ﹤0.01%
2,432
-18,958
3972
$194K ﹤0.01%
49,768
-11,082
3973
$193K ﹤0.01%
10,000
-2,261
3974
$193K ﹤0.01%
+14,559
3975
$193K ﹤0.01%
9,336
-338