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
4326
$275K ﹤0.01%
17,672
+15,176
4327
$275K ﹤0.01%
11,712
-3,258
4328
$275K ﹤0.01%
5,532
+1,376
4329
$274K ﹤0.01%
10,599
-48,676
4330
$274K ﹤0.01%
11,039
+492
4331
$274K ﹤0.01%
69,210
-41,677
4332
$274K ﹤0.01%
11,679
+1,449
4333
$274K ﹤0.01%
25,329
+5,061
4334
$273K ﹤0.01%
13,811
-3,708
4335
$272K ﹤0.01%
10,793
-1,357
4336
$272K ﹤0.01%
29,118
+14,756
4337
$272K ﹤0.01%
16,208
+14,960
4338
$272K ﹤0.01%
6,723
+5,375
4339
$272K ﹤0.01%
17,301
+743
4340
$271K ﹤0.01%
19,765
+18,984
4341
$271K ﹤0.01%
21,144
-7,069
4342
$271K ﹤0.01%
12,006
-2,336
4343
$270K ﹤0.01%
3,478
4344
$270K ﹤0.01%
6,736
+5,394
4345
$270K ﹤0.01%
30,203
-27,195
4346
$270K ﹤0.01%
6,651
+4,905
4347
$269K ﹤0.01%
37,035
+9,063
4348
$267K ﹤0.01%
28,328
+8,621
4349
$267K ﹤0.01%
9,730
+2,063
4350
$266K ﹤0.01%
13,393