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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.09B
2 +$819M
3 +$739M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$646M
5
MSFT icon
Microsoft
MSFT
+$581M

Top Sells

1 +$1.16B
2 +$932M
3 +$790M
4
VUG icon
Vanguard Growth ETF
VUG
+$776M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$758M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.41%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$3.83M ﹤0.01%
231,713
+230,588
2677
$3.83M ﹤0.01%
77,903
+31,895
2678
$3.83M ﹤0.01%
224,231
+154,347
2679
$3.83M ﹤0.01%
398,708
+129,444
2680
$3.82M ﹤0.01%
103,715
+4,756
2681
$3.82M ﹤0.01%
112,649
+7,833
2682
$3.81M ﹤0.01%
72,723
+6,845
2683
$3.81M ﹤0.01%
204,019
+17,355
2684
$3.81M ﹤0.01%
280,193
-26,248
2685
$3.8M ﹤0.01%
36,712
+463
2686
$3.8M ﹤0.01%
172,730
+26,662
2687
$3.78M ﹤0.01%
192,633
+45,538
2688
$3.77M ﹤0.01%
266,794
+80,181
2689
$3.74M ﹤0.01%
150,015
+30,818
2690
$3.74M ﹤0.01%
85,453
+84,503
2691
$3.73M ﹤0.01%
154,943
-28,249
2692
$3.73M ﹤0.01%
174,346
-43,940
2693
$3.72M ﹤0.01%
353,936
-288,982
2694
$3.72M ﹤0.01%
286,795
+11,545
2695
$3.71M ﹤0.01%
160,800
-266,503
2696
$3.71M ﹤0.01%
40,840
-36,410
2697
$3.71M ﹤0.01%
202,725
+6,800
2698
$3.7M ﹤0.01%
53,984
+3,907
2699
$3.69M ﹤0.01%
164,659
+6,897
2700
$3.69M ﹤0.01%
380,561
+101,494