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
4301
$102K ﹤0.01%
8,500
+7,500
4302
$101K ﹤0.01%
3,740
-19,840
4303
$101K ﹤0.01%
100
4304
$101K ﹤0.01%
1,175
-250
4305
$101K ﹤0.01%
6,549
-18,447
4306
$101K ﹤0.01%
3,444
4307
$101K ﹤0.01%
7,331
-21,139
4308
$101K ﹤0.01%
3,605
+1,326
4309
$100K ﹤0.01%
9,145
+8,141
4310
$100K ﹤0.01%
304
-1,141
4311
$99K ﹤0.01%
11,259
4312
$99K ﹤0.01%
9,801
4313
$98K ﹤0.01%
47,083
+4,179
4314
$98K ﹤0.01%
7,226
-151,427
4315
$97K ﹤0.01%
5,236
+751
4316
$97K ﹤0.01%
4,660
+4
4317
$97K ﹤0.01%
1,846
-17,592
4318
$97K ﹤0.01%
4,808
-16,312
4319
$97K ﹤0.01%
25,148
+148
4320
$96K ﹤0.01%
+10,000
4321
$95K ﹤0.01%
3,508
+1,608
4322
$95K ﹤0.01%
8,150
4323
$95K ﹤0.01%
7,530
-7,500
4324
$95K ﹤0.01%
3,861
-23,373
4325
$95K ﹤0.01%
262
-42