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 8.41%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$791K ﹤0.01%
13,187
+2,541
3752
$787K ﹤0.01%
15,837
-1,139
3753
$787K ﹤0.01%
29,392
+4,920
3754
$785K ﹤0.01%
67,264
+23,031
3755
$783K ﹤0.01%
28,675
+20,534
3756
$782K ﹤0.01%
29,852
+14,215
3757
$781K ﹤0.01%
33,822
+4,772
3758
$780K ﹤0.01%
32,584
-9,360
3759
$780K ﹤0.01%
+109,755
3760
$774K ﹤0.01%
30,731
-13,083
3761
$773K ﹤0.01%
23,798
-27,640
3762
$772K ﹤0.01%
5,239
+1,583
3763
$772K ﹤0.01%
316,747
+2,886
3764
$767K ﹤0.01%
7,963
-1,810
3765
$767K ﹤0.01%
82,873
+10,479
3766
$767K ﹤0.01%
82,347
+21,673
3767
$765K ﹤0.01%
130,600
+7,086
3768
$764K ﹤0.01%
38,903
-42,265
3769
$764K ﹤0.01%
95,123
+58,051
3770
$764K ﹤0.01%
42,057
+4,079
3771
$763K ﹤0.01%
22,729
+11,594
3772
$762K ﹤0.01%
39,150
+21,930
3773
$760K ﹤0.01%
53,568
+2,896
3774
$759K ﹤0.01%
23,212
+9,171
3775
$759K ﹤0.01%
38,322
-16,510