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
$1.02T
AUM Growth
+$135B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,326
New
Increased
Reduced
Closed

Top Buys

1 +$3.98B
2 +$2.47B
3 +$1.66B
4
VTV icon
Vanguard Value ETF
VTV
+$1.34B
5
TSLA icon
Tesla
TSLA
+$1.21B

Top Sells

1 +$1.37B
2 +$994M
3 +$879M
4
UNH icon
UnitedHealth
UNH
+$844M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$632M

Sector Composition

1 Technology 14.91%
2 Financials 8.11%
3 Healthcare 7.11%
4 Consumer Discretionary 6.24%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5376
$77.2K ﹤0.01%
646
+645
5377
$77K ﹤0.01%
2,556
+502
5378
$76.3K ﹤0.01%
6,495
-4,302
5379
$76.3K ﹤0.01%
5,304
-7,941
5380
$76.2K ﹤0.01%
6,686
-6,839
5381
$76.2K ﹤0.01%
2,060
-1,704
5382
$76K ﹤0.01%
4,772
+750
5383
$75.8K ﹤0.01%
21,976
-20,016
5384
$74.9K ﹤0.01%
16,216
-738
5385
$74.3K ﹤0.01%
23,584
+23,579
5386
$73.9K ﹤0.01%
+2,238
5387
$73.4K ﹤0.01%
18,491
-5
5388
$73K ﹤0.01%
41,932
-48,181
5389
$72.9K ﹤0.01%
1,030
-1,663
5390
$72.4K ﹤0.01%
10,497
-2
5391
$72.4K ﹤0.01%
14,983
-7,213
5392
$72.3K ﹤0.01%
39,077
+14,399
5393
$72K ﹤0.01%
2,701
5394
$71.8K ﹤0.01%
4,931
+184
5395
$71.7K ﹤0.01%
30,367
-19,809
5396
$71.4K ﹤0.01%
1,856
+167
5397
$71.1K ﹤0.01%
1,491
5398
$71K ﹤0.01%
20,411
+19,081
5399
$70.9K ﹤0.01%
6,735
5400
$70.7K ﹤0.01%
11,878
+22