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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,597
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.79B
3 +$1.53B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43B
5
WFC icon
Wells Fargo
WFC
+$1.36B

Top Sells

1 +$1.18B
2 +$1.06B
3 +$967M
4
TSM icon
TSMC
TSM
+$464M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.77%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$825K ﹤0.01%
136,827
-3,353
3552
$824K ﹤0.01%
63,953
+59,581
3553
$824K ﹤0.01%
69,358
-10,847
3554
$813K ﹤0.01%
59,949
-9,384
3555
$810K ﹤0.01%
21,867
-1,710
3556
$809K ﹤0.01%
5,119
-3,238
3557
$808K ﹤0.01%
33,508
+18,675
3558
$807K ﹤0.01%
30,240
+12,334
3559
$807K ﹤0.01%
41,539
+1,088
3560
$805K ﹤0.01%
+45,207
3561
$805K ﹤0.01%
163,720
+160,033
3562
$800K ﹤0.01%
23,971
-6,190
3563
$799K ﹤0.01%
15,091
-836,747
3564
$796K ﹤0.01%
404,177
-85,124
3565
$795K ﹤0.01%
61,831
-65,168
3566
$794K ﹤0.01%
18,450
-58,508
3567
$793K ﹤0.01%
12,224
-7,125
3568
$793K ﹤0.01%
58,635
-3,471
3569
$789K ﹤0.01%
38,289
-14,936
3570
$789K ﹤0.01%
22,844
+473
3571
$785K ﹤0.01%
34,440
+30,083
3572
$784K ﹤0.01%
12,629
+936
3573
$783K ﹤0.01%
60,363
+35,436
3574
$783K ﹤0.01%
68,552
-36,223
3575
$782K ﹤0.01%
167,487
+154,098