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
4176
$381K ﹤0.01%
17,965
+7,259
4177
$380K ﹤0.01%
35,578
+7,611
4178
$380K ﹤0.01%
7,537
+850
4179
$380K ﹤0.01%
167,464
-2,304
4180
$380K ﹤0.01%
20,265
+18,428
4181
$379K ﹤0.01%
25,211
-6,366
4182
$378K ﹤0.01%
47,548
-832
4183
$378K ﹤0.01%
24,756
-32,011
4184
$377K ﹤0.01%
86,303
+25,409
4185
$376K ﹤0.01%
36,186
-48,828
4186
$374K ﹤0.01%
5,859
-873
4187
$374K ﹤0.01%
45,914
+40,614
4188
$373K ﹤0.01%
37,595
+23,640
4189
$372K ﹤0.01%
8,017
-564
4190
$371K ﹤0.01%
25,771
-10,103
4191
$370K ﹤0.01%
18,363
-500
4192
$368K ﹤0.01%
18,358
+4,666
4193
$367K ﹤0.01%
27,581
+11,937
4194
$367K ﹤0.01%
6,505
+2,667
4195
$366K ﹤0.01%
107,965
-38,108
4196
$365K ﹤0.01%
60,078
+3,612
4197
$364K ﹤0.01%
18,580
+4,393
4198
$364K ﹤0.01%
79,830
+15,860
4199
$364K ﹤0.01%
38,368
-190
4200
$364K ﹤0.01%
8,747
+4,930