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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.36B
2 +$6.32B
3 +$4.37B
4
VTV icon
Vanguard Value ETF
VTV
+$4.25B
5
AAPL icon
Apple
AAPL
+$2.25B

Sector Composition

1 Technology 11.26%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5301
$114K ﹤0.01%
60,806
-115,518
5302
$114K ﹤0.01%
9,185
-17,833
5303
$114K ﹤0.01%
50,376
-19,129
5304
$113K ﹤0.01%
13,239
+2,785
5305
$113K ﹤0.01%
23,123
-80,463
5306
$113K ﹤0.01%
9,718
-3,280
5307
$112K ﹤0.01%
26,496
-34,181
5308
$112K ﹤0.01%
13,277
+4,930
5309
$111K ﹤0.01%
2,472
-1,150
5310
$110K ﹤0.01%
22,323
+19,064
5311
$110K ﹤0.01%
+5,168
5312
$110K ﹤0.01%
51,140
+32,101
5313
$110K ﹤0.01%
12,642
5314
$110K ﹤0.01%
10,652
+1,121
5315
$110K ﹤0.01%
20,140
+13,260
5316
$109K ﹤0.01%
4,967
+1,990
5317
$108K ﹤0.01%
179,685
+30,961
5318
$108K ﹤0.01%
13,166
-2,000
5319
$107K ﹤0.01%
139,410
+62,424
5320
$107K ﹤0.01%
17,560
+8,974
5321
$107K ﹤0.01%
4,306
+6
5322
$107K ﹤0.01%
11,785
-6,200
5323
$107K ﹤0.01%
2,095
+1,307
5324
$107K ﹤0.01%
62,327
+49,396
5325
$106K ﹤0.01%
11,560
+736