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
6701
-37
6702
-228,798
6703
-1,787
6704
-283
6705
-299
6706
-36,000
6707
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6708
-108,889
6709
-235,496
6710
0
6711
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6712
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6713
-10
6714
-36,868
6715
-140
6716
-1,000
6717
-14,444
6718
$0 ﹤0.01%
15,491
6719
$0 ﹤0.01%
+526
6720
-393,711
6721
-1,497,165
6722
-10,026
6723
-1
6724
-10
6725
-118