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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,597
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.79B
3 +$1.53B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43B
5
WFC icon
Wells Fargo
WFC
+$1.36B

Top Sells

1 +$1.18B
2 +$1.06B
3 +$967M
4
TSM icon
TSMC
TSM
+$464M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.77%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
$167K ﹤0.01%
7,817
+7,495
4352
$167K ﹤0.01%
+15,724
4353
$166K ﹤0.01%
13,008
+8,237
4354
$166K ﹤0.01%
+51,900
4355
$166K ﹤0.01%
268,334
-12,234
4356
$165K ﹤0.01%
16,375
4357
$165K ﹤0.01%
29,900
-22,100
4358
$165K ﹤0.01%
10,318
-83,652
4359
$165K ﹤0.01%
10,667
-9,572
4360
$164K ﹤0.01%
3,505
+359
4361
$164K ﹤0.01%
4,771
-3,552
4362
$164K ﹤0.01%
12,116
+203
4363
$164K ﹤0.01%
6,351
-11,164
4364
$164K ﹤0.01%
2,000
4365
$164K ﹤0.01%
2,755
4366
$163K ﹤0.01%
4,243
-649
4367
$162K ﹤0.01%
22,648
-20,095
4368
$162K ﹤0.01%
22,130
-14,715
4369
$162K ﹤0.01%
9,000
-248
4370
$162K ﹤0.01%
40,200
+38,639
4371
$160K ﹤0.01%
2,790
4372
$159K ﹤0.01%
6,332
-1,044
4373
$159K ﹤0.01%
9,012
-5,215
4374
$158K ﹤0.01%
42,963
-141,188
4375
$158K ﹤0.01%
9,297
-765