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
7401
-100
7402
-3,952
7403
$0 ﹤0.01%
+100
7404
-25,000
7405
-33,829
7406
-520,918
7407
$0 ﹤0.01%
+200
7408
-290,000
7409
-2
7410
-261,399
7411
-100
7412
$0 ﹤0.01%
+200
7413
$0 ﹤0.01%
+414
7414
-914,598
7415
$0 ﹤0.01%
+100
7416
$0 ﹤0.01%
+100
7417
$0 ﹤0.01%
+100
7418
-3,000
7419
-125,000
7420
-60,000
7421
-185,000
7422
-9,100
7423
-377,674
7424
-108,100
7425
-100