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
3726
$1.14M ﹤0.01%
57,724
-39,572
3727
$1.14M ﹤0.01%
74,163
-49,533
3728
$1.14M ﹤0.01%
30,576
-1,193
3729
$1.14M ﹤0.01%
108,203
-25,699
3730
$1.12M ﹤0.01%
46,264
-12,765
3731
$1.12M ﹤0.01%
49,035
-679
3732
$1.12M ﹤0.01%
60,704
-6,742
3733
$1.12M ﹤0.01%
75,227
+75,132
3734
$1.11M ﹤0.01%
79,703
+10,860
3735
$1.11M ﹤0.01%
32,646
-5,637
3736
$1.11M ﹤0.01%
15,081
-3,640
3737
$1.11M ﹤0.01%
44,866
+3,049
3738
$1.11M ﹤0.01%
84,997
-6,828
3739
$1.11M ﹤0.01%
28,234
-6,735
3740
$1.11M ﹤0.01%
42,352
+6,947
3741
$1.11M ﹤0.01%
105,874
+4,427
3742
$1.1M ﹤0.01%
163,375
+21,433
3743
$1.1M ﹤0.01%
38,351
-7,196
3744
$1.1M ﹤0.01%
80,872
-5,742
3745
$1.1M ﹤0.01%
53,373
-10,047
3746
$1.1M ﹤0.01%
19,990
-10,017
3747
$1.1M ﹤0.01%
125,560
+64,071
3748
$1.1M ﹤0.01%
45,745
+15,437
3749
$1.1M ﹤0.01%
33,746
+264
3750
$1.1M ﹤0.01%
21,671
+1,042