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
4276
$310K ﹤0.01%
19,834
+15,347
4277
$309K ﹤0.01%
143,690
-10,206
4278
$307K ﹤0.01%
16,163
+7,294
4279
$307K ﹤0.01%
1,182
+971
4280
$307K ﹤0.01%
19,744
-756
4281
$306K ﹤0.01%
6,163
-482
4282
$305K ﹤0.01%
100,082
+132
4283
$304K ﹤0.01%
12,724
+12,006
4284
$304K ﹤0.01%
22,250
+19,478
4285
$304K ﹤0.01%
42,517
+19,073
4286
$303K ﹤0.01%
20,831
+15,947
4287
$303K ﹤0.01%
58,710
+3,944
4288
$303K ﹤0.01%
18,861
-1,904
4289
$303K ﹤0.01%
9,633
+687
4290
$303K ﹤0.01%
6,998
-111
4291
$302K ﹤0.01%
11,912
+2,641
4292
$302K ﹤0.01%
24,735
-47,241
4293
$301K ﹤0.01%
18,252
+13,524
4294
$300K ﹤0.01%
6,295
+5,959
4295
$300K ﹤0.01%
13,150
+92
4296
$300K ﹤0.01%
7,078
+415
4297
$299K ﹤0.01%
29,453
+3,716
4298
$298K ﹤0.01%
20,137
+8,483
4299
$298K ﹤0.01%
22,991
-8,400
4300
$297K ﹤0.01%
2