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 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$2.02M ﹤0.01%
37,531
+9,684
3152
$2.01M ﹤0.01%
89,506
+19,058
3153
$2.01M ﹤0.01%
351,144
-143,825
3154
$2.01M ﹤0.01%
138,342
-103,590
3155
$2M ﹤0.01%
287,405
+19,494
3156
$2M ﹤0.01%
77,140
-228,298
3157
$1.99M ﹤0.01%
188,938
+5,772
3158
$1.99M ﹤0.01%
160,713
+61,107
3159
$1.99M ﹤0.01%
49,802
-7,121
3160
$1.99M ﹤0.01%
56,835
+167
3161
$1.99M ﹤0.01%
70,426
+53,980
3162
$1.98M ﹤0.01%
228
+62
3163
$1.97M ﹤0.01%
166,572
-65,060
3164
$1.97M ﹤0.01%
46,796
-7,073
3165
$1.97M ﹤0.01%
231,694
+120,894
3166
$1.96M ﹤0.01%
157,090
+19,369
3167
$1.96M ﹤0.01%
254,149
+26,492
3168
$1.96M ﹤0.01%
33,150
+8,542
3169
$1.96M ﹤0.01%
181,149
+216
3170
$1.96M ﹤0.01%
30,461
+26,983
3171
$1.95M ﹤0.01%
35,389
-8,493
3172
$1.95M ﹤0.01%
786,567
-815
3173
$1.95M ﹤0.01%
63,035
+40,966
3174
$1.95M ﹤0.01%
121,407
+10,916
3175
$1.95M ﹤0.01%
+81,298