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
3001
$2.01M ﹤0.01%
79,122
+13,096
3002
$2M ﹤0.01%
308,747
+197,090
3003
$2M ﹤0.01%
204,355
-16,168
3004
$2M ﹤0.01%
125,500
+43,937
3005
$1.99M ﹤0.01%
167,157
+155,832
3006
$1.98M ﹤0.01%
85,215
+6,126
3007
$1.98M ﹤0.01%
252,007
-67,899
3008
$1.98M ﹤0.01%
223,294
-57,401
3009
$1.97M ﹤0.01%
56,942
+15,692
3010
$1.97M ﹤0.01%
22,303
-6,078
3011
$1.97M ﹤0.01%
169,694
+1,892
3012
$1.97M ﹤0.01%
166,993
+129,536
3013
$1.96M ﹤0.01%
117,680
+40,841
3014
$1.96M ﹤0.01%
88,311
-89,062
3015
$1.95M ﹤0.01%
163,332
+36,942
3016
$1.95M ﹤0.01%
115,006
+105,667
3017
$1.95M ﹤0.01%
29,453
-56,067
3018
$1.95M ﹤0.01%
48,574
-5,011
3019
$1.95M ﹤0.01%
29,252
+17,199
3020
$1.94M ﹤0.01%
52,126
+36,959
3021
$1.94M ﹤0.01%
98,896
+65,676
3022
$1.93M ﹤0.01%
133,813
+4,300
3023
$1.93M ﹤0.01%
36,252
-5,438
3024
$1.93M ﹤0.01%
65,133
-2,812
3025
$1.93M ﹤0.01%
47,708
-18,915