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
7301
-2,436,105
7302
-33,333
7303
-15,977
7304
-1
7305
-285,600
7306
-16,100
7307
-659,570
7308
-193
7309
-66
7310
-393,607
7311
-37,570
7312
-7,555
7313
-50,000
7314
-324,746
7315
-10,000
7316
-1
7317
-113,096
7318
-1,982,648
7319
-142,339
7320
-2,550
7321
-766,083
7322
-35,037
7323
-61,854
7324
-11,271
7325
-10,299