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
2126
$11.6M ﹤0.01%
726,125
+241,794
2127
$11.6M ﹤0.01%
172,265
-72,321
2128
$11.6M ﹤0.01%
177,779
-30,058
2129
$11.5M ﹤0.01%
164,217
-2,232,949
2130
$11.5M ﹤0.01%
573,231
+54,066
2131
$11.5M ﹤0.01%
321,544
+55,792
2132
$11.5M ﹤0.01%
1,141,137
2133
$11.5M ﹤0.01%
340,455
-37,727
2134
$11.5M ﹤0.01%
488,708
-293,172
2135
$11.5M ﹤0.01%
97,757
-14,292
2136
$11.5M ﹤0.01%
504,355
+385,366
2137
$11.5M ﹤0.01%
111,259
+19,445
2138
$11.4M ﹤0.01%
514,052
-71,309
2139
$11.4M ﹤0.01%
175,201
+8,999
2140
$11.4M ﹤0.01%
357,915
-24,040
2141
$11.4M ﹤0.01%
3,545,245
-370,684
2142
$11.4M ﹤0.01%
946,914
+11,815
2143
$11.4M ﹤0.01%
303,475
+37,328
2144
$11.4M ﹤0.01%
535,097
-67,099
2145
$11.4M ﹤0.01%
136,127
-43,707
2146
$11.3M ﹤0.01%
477,610
-135,164
2147
$11.3M ﹤0.01%
933,412
+190,776
2148
$11.3M ﹤0.01%
986,797
+131,916
2149
$11.3M ﹤0.01%
29,216
+18,130
2150
$11.3M ﹤0.01%
321,163
+61,349