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
4201
$126K ﹤0.01%
6,192
+6,092
4202
$126K ﹤0.01%
36,272
-51,400
4203
$126K ﹤0.01%
2,570
+488
4204
$125K ﹤0.01%
3,145
+234
4205
$125K ﹤0.01%
9,000
+3,600
4206
$125K ﹤0.01%
7,208
-4,874
4207
$125K ﹤0.01%
2,446
+945
4208
$125K ﹤0.01%
7,511
-1,239
4209
$124K ﹤0.01%
6,998
+1,925
4210
$124K ﹤0.01%
7,212
-56,960
4211
$124K ﹤0.01%
+4,975
4212
$124K ﹤0.01%
8,054
-2,837
4213
$123K ﹤0.01%
10,715
+1,015
4214
$123K ﹤0.01%
2,788
-7,271
4215
$123K ﹤0.01%
64,940
+54,165
4216
$123K ﹤0.01%
10,614
+1,587
4217
$123K ﹤0.01%
8,481
+1,446
4218
$122K ﹤0.01%
8,351
-3,208
4219
$122K ﹤0.01%
6,753
-6,630
4220
$122K ﹤0.01%
12,793
-18,469
4221
$122K ﹤0.01%
31
-346
4222
$121K ﹤0.01%
5,944
-9,289
4223
$121K ﹤0.01%
12,400
+2,500
4224
0
4225
$120K ﹤0.01%
7,027
-650