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
5001
$18K ﹤0.01%
2,000
+1,000
5002
$18K ﹤0.01%
6,795
+1,795
5003
$18K ﹤0.01%
700
-10,477
5004
$18K ﹤0.01%
3,203
-25,327
5005
$18K ﹤0.01%
1,500
5006
$18K ﹤0.01%
2,241
+573
5007
$18K ﹤0.01%
838
-7,506
5008
$18K ﹤0.01%
1,395
+32
5009
$18K ﹤0.01%
3,000
-10,700
5010
0
5011
$18K ﹤0.01%
1,925
-2,063
5012
0
5013
$18K ﹤0.01%
262
-298
5014
$18K ﹤0.01%
2,500
5015
$18K ﹤0.01%
1,434
-2,834
5016
$18K ﹤0.01%
925
-234
5017
$18K ﹤0.01%
564
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5018
$18K ﹤0.01%
+5,486
5019
$18K ﹤0.01%
700
5020
$18K ﹤0.01%
2,071
+1,706
5021
$17K ﹤0.01%
+750
5022
$17K ﹤0.01%
378
-3,535
5023
$17K ﹤0.01%
+1,275
5024
$17K ﹤0.01%
20
-5
5025
0