Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,595
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.68B
3 +$1.54B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.34B

Top Sells

1 +$1.18B
2 +$1B
3 +$909M
4
TSM icon
TSMC
TSM
+$459M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.76%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$3.94M ﹤0.01%
1,304,093
-660,873
2527
$3.94M ﹤0.01%
184,227
+108,109
2528
$3.93M ﹤0.01%
108,114
+17,496
2529
$3.92M ﹤0.01%
93,252
-5,860
2530
$3.9M ﹤0.01%
304,444
+53,456
2531
$3.9M ﹤0.01%
60,310
+43,601
2532
$3.88M ﹤0.01%
1,032,424
+298,924
2533
$3.88M ﹤0.01%
296,685
+4,201
2534
$3.88M ﹤0.01%
1,682,955
+1,671,942
2535
$3.87M ﹤0.01%
147,644
+10,016
2536
$3.86M ﹤0.01%
330,728
+237,450
2537
$3.85M ﹤0.01%
54,601
+37,740
2538
$3.84M ﹤0.01%
212,090
-75,000
2539
$3.84M ﹤0.01%
106,704
-30,938
2540
$3.84M ﹤0.01%
187,199
-14,318
2541
$3.83M ﹤0.01%
870,655
+146,917
2542
$3.83M ﹤0.01%
72,940
+40,952
2543
$3.82M ﹤0.01%
93,937
+59,385
2544
$3.82M ﹤0.01%
99,990
+72,191
2545
$3.82M ﹤0.01%
272,715
-64,837
2546
$3.81M ﹤0.01%
30,192
-20,510
2547
$3.81M ﹤0.01%
83,369
+42,061
2548
$3.79M ﹤0.01%
199,398
-103,184
2549
$3.79M ﹤0.01%
364,597
-25,992
2550
$3.78M ﹤0.01%
287,085
+242,007