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
2551
$3.76M ﹤0.01%
2,785
-561
2552
$3.76M ﹤0.01%
186,422
+141,565
2553
$3.76M ﹤0.01%
118,120
-21,902
2554
$3.76M ﹤0.01%
99,600
-70,284
2555
$3.75M ﹤0.01%
120,806
+15,761
2556
$3.75M ﹤0.01%
121,025
+74,330
2557
$3.74M ﹤0.01%
+200,000
2558
$3.74M ﹤0.01%
134,787
+17,301
2559
$3.73M ﹤0.01%
147,577
+6,041
2560
$3.73M ﹤0.01%
95,900
-4,251
2561
$3.73M ﹤0.01%
252,272
-60,698
2562
$3.73M ﹤0.01%
184,449
+163,617
2563
$3.73M ﹤0.01%
210,934
-38,006
2564
$3.73M ﹤0.01%
54,421
-3,992
2565
$3.71M ﹤0.01%
+124,126
2566
$3.71M ﹤0.01%
126,088
+91,135
2567
$3.7M ﹤0.01%
85,663
+67,738
2568
$3.7M ﹤0.01%
542,291
+210,423
2569
$3.69M ﹤0.01%
113,060
+66,576
2570
$3.69M ﹤0.01%
88,744
-278,183
2571
$3.69M ﹤0.01%
51,204
+16,479
2572
$3.67M ﹤0.01%
112,036
+99,615
2573
$3.66M ﹤0.01%
128,008
+67,582
2574
$3.66M ﹤0.01%
422,511
+202,396
2575
$3.65M ﹤0.01%
100,000