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
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$991M
3 +$679M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$636M
5
VUG icon
Vanguard Growth ETF
VUG
+$550M

Sector Composition

1 Industrials 9.07%
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
4501
$66K ﹤0.01%
9,334
+159
4502
$65K ﹤0.01%
2,890
+2,791
4503
$65K ﹤0.01%
4,444
+3,642
4504
$65K ﹤0.01%
3,850
+48
4505
$65K ﹤0.01%
4,014
+1,500
4506
$65K ﹤0.01%
30,197
-11,649
4507
$65K ﹤0.01%
4,567
-2,829
4508
$64K ﹤0.01%
142
-33
4509
$64K ﹤0.01%
2,878
-1,920
4510
$64K ﹤0.01%
1,614
+114
4511
$64K ﹤0.01%
7,920
-120,704
4512
$64K ﹤0.01%
3,334
-499
4513
$64K ﹤0.01%
3,431
-12,394
4514
$63K ﹤0.01%
5,941
-13,154
4515
$63K ﹤0.01%
3,550
+3,000
4516
$63K ﹤0.01%
79,145
-17,433
4517
$63K ﹤0.01%
11,312
-8
4518
$63K ﹤0.01%
66,100
-603
4519
$63K ﹤0.01%
7,116
+316
4520
$63K ﹤0.01%
56,554
+17,000
4521
$63K ﹤0.01%
3,944
-710
4522
$62K ﹤0.01%
2,680
-9,748
4523
$62K ﹤0.01%
2,164
-357
4524
$62K ﹤0.01%
1,717
-2,242
4525
$62K ﹤0.01%
5,858
-6,600