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
3826
$703K ﹤0.01%
22,662
+1,869
3827
$700K ﹤0.01%
125,005
-17,588
3828
$700K ﹤0.01%
46,926
-12,024
3829
$700K ﹤0.01%
96,262
-351,252
3830
$699K ﹤0.01%
23,583
+22,644
3831
$698K ﹤0.01%
166,292
+4,305
3832
$698K ﹤0.01%
106,568
-160,557
3833
$697K ﹤0.01%
37,318
-36,490
3834
$696K ﹤0.01%
44,205
-20,318
3835
$695K ﹤0.01%
73,608
-16,987
3836
$693K ﹤0.01%
19,879
+10,022
3837
$692K ﹤0.01%
17,142
-4,518
3838
$690K ﹤0.01%
24,684
-1,101
3839
$688K ﹤0.01%
16,035
+2,803
3840
$686K ﹤0.01%
50,547
+3,394
3841
$686K ﹤0.01%
25,485
+357
3842
$683K ﹤0.01%
45,042
-11,494
3843
$682K ﹤0.01%
47,278
-1,519
3844
$681K ﹤0.01%
40,333
+17,733
3845
$680K ﹤0.01%
+25,050
3846
$678K ﹤0.01%
27,812
+12,224
3847
$678K ﹤0.01%
110,412
+13,310
3848
$676K ﹤0.01%
+24,466
3849
$676K ﹤0.01%
29,497
-73,555
3850
$675K ﹤0.01%
51,495
+6,848