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
4101
$156K ﹤0.01%
15,139
-31,739
4102
$156K ﹤0.01%
11,553
+1,858
4103
$155K ﹤0.01%
2,231
+92
4104
$154K ﹤0.01%
9,387
-14,085
4105
$154K ﹤0.01%
4,059
-9,158
4106
$154K ﹤0.01%
8,788
+66
4107
$154K ﹤0.01%
9,062
+62
4108
$154K ﹤0.01%
2,926
+290
4109
$154K ﹤0.01%
10,025
+2,500
4110
$154K ﹤0.01%
79,758
4111
$154K ﹤0.01%
2,995
+1,198
4112
$153K ﹤0.01%
11,740
-6,576
4113
$153K ﹤0.01%
10,940
+620
4114
$152K ﹤0.01%
4,450
-22,010
4115
$152K ﹤0.01%
5,936
-21,210
4116
$151K ﹤0.01%
35,076
-32,691
4117
$151K ﹤0.01%
5,919
+564
4118
$151K ﹤0.01%
14,697
-166
4119
$151K ﹤0.01%
3,931
-20,016
4120
$151K ﹤0.01%
7,578
-6,717
4121
$150K ﹤0.01%
3,771
-429
4122
$150K ﹤0.01%
2,990
4123
$150K ﹤0.01%
2,595
-1,709
4124
$149K ﹤0.01%
+5,336
4125
$149K ﹤0.01%
5,396
-347