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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.34B
2 +$3.18B
3 +$1.55B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.49B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.39%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$2.75M ﹤0.01%
205,872
+35,917
3152
$2.75M ﹤0.01%
252,423
+49,587
3153
$2.75M ﹤0.01%
121,203
-23,674
3154
$2.75M ﹤0.01%
199,808
+44,386
3155
$2.75M ﹤0.01%
94,942
+74,509
3156
$2.74M ﹤0.01%
74,839
-786
3157
$2.73M ﹤0.01%
83,991
-3,913
3158
$2.73M ﹤0.01%
83,812
+466
3159
$2.72M ﹤0.01%
47,227
-10,195
3160
$2.71M ﹤0.01%
3,544
+3,131
3161
$2.7M ﹤0.01%
280,152
-9,404
3162
$2.7M ﹤0.01%
118,414
-29,465
3163
$2.69M ﹤0.01%
166,881
+121,697
3164
$2.69M ﹤0.01%
120,554
-4,711
3165
$2.68M ﹤0.01%
152,125
+14,057
3166
$2.68M ﹤0.01%
54,120
+5,871
3167
$2.68M ﹤0.01%
176,823
-61,689
3168
$2.67M ﹤0.01%
137,456
+129,869
3169
$2.67M ﹤0.01%
108,777
+16,887
3170
$2.67M ﹤0.01%
70,094
+8,858
3171
$2.67M ﹤0.01%
69,315
+4,195
3172
$2.66M ﹤0.01%
41,785
+4,724
3173
$2.66M ﹤0.01%
258,098
+26,757
3174
$2.66M ﹤0.01%
+50,000
3175
$2.65M ﹤0.01%
204,180
+43,208