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
4401
$150K ﹤0.01%
16,832
+9,370
4402
$149K ﹤0.01%
6,100
-2,400
4403
$149K ﹤0.01%
1,845
+1,178
4404
$149K ﹤0.01%
28,026
-2,254
4405
$149K ﹤0.01%
53,834
-128,990
4406
$149K ﹤0.01%
+9,243
4407
$148K ﹤0.01%
11,253
-1,181
4408
$148K ﹤0.01%
916
+135
4409
$148K ﹤0.01%
6,854
-9,185
4410
$148K ﹤0.01%
76,168
-2,906
4411
$147K ﹤0.01%
7,608
-12,718
4412
$147K ﹤0.01%
17,388
+16,524
4413
$147K ﹤0.01%
21,025
-7,894
4414
$147K ﹤0.01%
13,480
-28,076
4415
$147K ﹤0.01%
11,045
-5
4416
$147K ﹤0.01%
79,758
4417
$147K ﹤0.01%
10,558
-3,538
4418
$146K ﹤0.01%
9,213
-2,648
4419
$146K ﹤0.01%
1,591
-3,264
4420
$146K ﹤0.01%
9,923
-311
4421
$146K ﹤0.01%
9,353
+4,433
4422
$145K ﹤0.01%
4,905
-1,354
4423
$145K ﹤0.01%
6,040
+2,204
4424
$144K ﹤0.01%
6,754
+1,513
4425
$144K ﹤0.01%
5,669
-15,476