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
3651
$668K ﹤0.01%
30,618
+4,200
3652
$668K ﹤0.01%
70,290
-13,612
3653
$667K ﹤0.01%
367,200
+326,400
3654
$663K ﹤0.01%
55,377
+1,211
3655
$660K ﹤0.01%
+520
3656
$658K ﹤0.01%
44,311
-3,496
3657
$658K ﹤0.01%
42,116
-20,624
3658
$657K ﹤0.01%
57,592
-33,782
3659
$657K ﹤0.01%
46,075
+4,171
3660
$656K ﹤0.01%
85,444
+85,279
3661
$655K ﹤0.01%
117,135
-15,177
3662
$654K ﹤0.01%
9,629
-7,436
3663
$654K ﹤0.01%
27,579
+20,379
3664
$654K ﹤0.01%
10,633
+9,667
3665
$653K ﹤0.01%
28,199
-9,095
3666
$653K ﹤0.01%
34,771
+9,358
3667
$652K ﹤0.01%
36,089
-98,760
3668
$651K ﹤0.01%
61,012
-68,750
3669
$650K ﹤0.01%
54,556
3670
$647K ﹤0.01%
17,091
-6,924
3671
$647K ﹤0.01%
74,058
-69,905
3672
$647K ﹤0.01%
26,318
+3,228
3673
$647K ﹤0.01%
14,372
-36,255
3674
$644K ﹤0.01%
+41,232
3675
$644K ﹤0.01%
1,368,793
+1,032,588