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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.34B
2 +$3.18B
3 +$1.55B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.49B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.39%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
$558K ﹤0.01%
79,327
+31,272
4177
$557K ﹤0.01%
22,491
-22,218
4178
$555K ﹤0.01%
14,645
4179
$554K ﹤0.01%
28,759
+914
4180
$554K ﹤0.01%
14,907
+1,821
4181
$554K ﹤0.01%
90,192
-7,008
4182
$553K ﹤0.01%
11,076
-19,473
4183
$552K ﹤0.01%
2,649
+1,406
4184
$552K ﹤0.01%
21,620
+14,955
4185
$549K ﹤0.01%
50,504
-49,563
4186
$548K ﹤0.01%
6,828
+1,572
4187
$548K ﹤0.01%
1,393
-2,892
4188
$546K ﹤0.01%
13,913
-1,466
4189
$545K ﹤0.01%
18,920
-1,793
4190
$545K ﹤0.01%
100,516
+2,777
4191
$543K ﹤0.01%
28,717
-38,792
4192
$541K ﹤0.01%
19,762
-6,434
4193
$539K ﹤0.01%
66,576
+23,114
4194
$539K ﹤0.01%
37,544
-8,931
4195
$538K ﹤0.01%
34,801
-102,125
4196
$538K ﹤0.01%
4,952
-3,270
4197
$537K ﹤0.01%
66,004
+1,834
4198
$537K ﹤0.01%
10,785
+165
4199
$537K ﹤0.01%
120,716
+90,012
4200
$536K ﹤0.01%
53,197
-6,040