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
4101
$431K ﹤0.01%
3,055
+1
4102
$431K ﹤0.01%
33,248
+10,661
4103
$431K ﹤0.01%
10,635
+2,114
4104
$430K ﹤0.01%
32,832
-8,887
4105
$430K ﹤0.01%
12,466
-13,726
4106
$429K ﹤0.01%
24,142
+5,388
4107
$428K ﹤0.01%
59,699
-94,993
4108
$428K ﹤0.01%
26,806
+122
4109
$427K ﹤0.01%
5,872
+5,718
4110
$424K ﹤0.01%
7,443
+6,367
4111
$423K ﹤0.01%
31,303
+718
4112
$423K ﹤0.01%
27,270
+221
4113
$423K ﹤0.01%
29,290
+1,614
4114
$423K ﹤0.01%
5,750
-48
4115
$422K ﹤0.01%
12,460
-138
4116
$422K ﹤0.01%
31,039
-5,225
4117
$420K ﹤0.01%
26,363
+7,635
4118
$419K ﹤0.01%
89,685
+37,896
4119
$419K ﹤0.01%
25,763
+781
4120
$418K ﹤0.01%
10,972
+10,521
4121
$417K ﹤0.01%
14,523
+10,086
4122
$417K ﹤0.01%
101,635
+101,512
4123
$417K ﹤0.01%
3,844
+482
4124
$416K ﹤0.01%
161,062
+159,612
4125
$416K ﹤0.01%
35,549
+2,849