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
3801
$726K ﹤0.01%
73,158
+5,510
3802
$725K ﹤0.01%
86,994
+31,422
3803
$723K ﹤0.01%
28,745
+19,547
3804
$723K ﹤0.01%
33,919
+1,365
3805
$723K ﹤0.01%
42,119
+3,405
3806
$722K ﹤0.01%
33,895
+9,424
3807
$720K ﹤0.01%
26,774
+26,188
3808
$717K ﹤0.01%
28,026
+8,071
3809
$715K ﹤0.01%
38,976
-20,878
3810
$715K ﹤0.01%
8,670
-5,332
3811
$713K ﹤0.01%
18,142
+6,803
3812
$713K ﹤0.01%
14,266
+219
3813
$712K ﹤0.01%
72,734
+37,999
3814
$712K ﹤0.01%
55,816
+2,382
3815
$710K ﹤0.01%
38,556
+26,577
3816
$710K ﹤0.01%
58,665
+1,283
3817
$709K ﹤0.01%
142,703
+73,238
3818
$709K ﹤0.01%
107,320
+1,262
3819
$709K ﹤0.01%
15,504
+11,005
3820
$709K ﹤0.01%
23,143
+20,961
3821
$707K ﹤0.01%
3,265
+1,344
3822
$707K ﹤0.01%
36,358
+30,821
3823
$706K ﹤0.01%
49,343
-1,096
3824
$705K ﹤0.01%
29,342
-4,262
3825
$704K ﹤0.01%
11,369
-2,028