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
4026
$490K ﹤0.01%
15,564
+14,045
4027
$489K ﹤0.01%
16,429
+3,893
4028
$488K ﹤0.01%
55,586
-7,836
4029
$488K ﹤0.01%
129,793
-6,767
4030
$487K ﹤0.01%
26,858
-19,325
4031
$487K ﹤0.01%
13,545
+11,474
4032
$486K ﹤0.01%
34,694
+4,331
4033
$485K ﹤0.01%
10,813
-858
4034
$485K ﹤0.01%
4,562
+3,625
4035
$483K ﹤0.01%
134,709
+20,609
4036
$482K ﹤0.01%
45,436
+6,845
4037
$482K ﹤0.01%
44,378
-101,406
4038
$477K ﹤0.01%
14,028
+832
4039
$477K ﹤0.01%
7,646
-886
4040
$477K ﹤0.01%
42,648
+10,038
4041
$476K ﹤0.01%
50,993
+13,131
4042
$472K ﹤0.01%
8,212
+6,014
4043
$471K ﹤0.01%
1,413
+997
4044
$471K ﹤0.01%
23,054
+3,611
4045
$469K ﹤0.01%
38,815
+8,949
4046
$469K ﹤0.01%
9,734
+6,102
4047
$468K ﹤0.01%
11,743
-4,840
4048
$465K ﹤0.01%
25,377
+2,015
4049
$465K ﹤0.01%
14,398
-11
4050
$465K ﹤0.01%
30,032
+23,357