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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.98B
2 +$2.47B
3 +$1.66B
4
VTV icon
Vanguard Value ETF
VTV
+$1.34B
5
TSLA icon
Tesla
TSLA
+$1.21B

Top Sells

1 +$1.37B
2 +$994M
3 +$879M
4
UNH icon
UnitedHealth
UNH
+$844M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$632M

Sector Composition

1 Technology 14.91%
2 Financials 8.11%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$930K ﹤0.01%
29,710
+1,389
4102
$928K ﹤0.01%
17,709
-9,755
4103
$924K ﹤0.01%
11,794
4104
$919K ﹤0.01%
29,540
-1,769
4105
$918K ﹤0.01%
59,791
+12,454
4106
$916K ﹤0.01%
83,419
-51,793
4107
$914K ﹤0.01%
128,002
+35,130
4108
$914K ﹤0.01%
96,668
-21,120
4109
$912K ﹤0.01%
418,486
+351,258
4110
$908K ﹤0.01%
11,052
-9,170
4111
$903K ﹤0.01%
13,365
-1,880
4112
$901K ﹤0.01%
57,520
-28,499
4113
$896K ﹤0.01%
90,056
-35,071
4114
$896K ﹤0.01%
19,370
-4,019
4115
$896K ﹤0.01%
152,331
+115,569
4116
$895K ﹤0.01%
14,802
-3,915
4117
$893K ﹤0.01%
28,969
+19,847
4118
$893K ﹤0.01%
201,109
-287,505
4119
$891K ﹤0.01%
18,782
+1,808
4120
$891K ﹤0.01%
87,656
-144,517
4121
$889K ﹤0.01%
27,752
-6,559
4122
$888K ﹤0.01%
34,222
-22,198
4123
$886K ﹤0.01%
23,541
-20,260
4124
$884K ﹤0.01%
76,007
-24,239
4125
$882K ﹤0.01%
118,007
+510