Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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 Quarter Est. Return
1 Year Est. Return
+19.29%
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 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
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
4026
$178K ﹤0.01%
11,595
4027
$177K ﹤0.01%
12,028
-11,380
4028
$177K ﹤0.01%
12,893
-2,529
4029
$177K ﹤0.01%
13,610
-5,164
4030
$176K ﹤0.01%
3,357
-3,626
4031
$176K ﹤0.01%
5,620
+4,290
4032
$176K ﹤0.01%
10,204
-10,435
4033
$176K ﹤0.01%
7,958
-29,501
4034
$175K ﹤0.01%
5,087
-5,978
4035
$175K ﹤0.01%
5,163
-10,375
4036
$175K ﹤0.01%
2,348
+348
4037
$174K ﹤0.01%
2,755
4038
$173K ﹤0.01%
+5,000
4039
$173K ﹤0.01%
45,880
-32,479
4040
$173K ﹤0.01%
13,095
-1,526
4041
$172K ﹤0.01%
6,742
+5,484
4042
$172K ﹤0.01%
6,554
-26,627
4043
$172K ﹤0.01%
134,105
+37,070
4044
$171K ﹤0.01%
2,805
+1,570
4045
$171K ﹤0.01%
10,694
+1,106
4046
$171K ﹤0.01%
132,050
-29,998
4047
$171K ﹤0.01%
11,254
+2,863
4048
$170K ﹤0.01%
3,312
-1,497
4049
$170K ﹤0.01%
2,769
+2,065
4050
$170K ﹤0.01%
8,532
-33,155