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
4401
$241K ﹤0.01%
+9,277
4402
$241K ﹤0.01%
3,076
-1,680
4403
$240K ﹤0.01%
3,617
+660
4404
$240K ﹤0.01%
31,266
+4,718
4405
$239K ﹤0.01%
5,354
-8,863
4406
$238K ﹤0.01%
7,265
-1,133
4407
$237K ﹤0.01%
3,685
+2,683
4408
$237K ﹤0.01%
22,822
+1,720
4409
$237K ﹤0.01%
16,765
-2,615
4410
$236K ﹤0.01%
10,562
-1,977
4411
$235K ﹤0.01%
7,296
+2,932
4412
$235K ﹤0.01%
62,649
+12,927
4413
$234K ﹤0.01%
5,030
-400
4414
$234K ﹤0.01%
17,269
+19
4415
$231K ﹤0.01%
13,540
+1,714
4416
$231K ﹤0.01%
12,203
-6,962
4417
$231K ﹤0.01%
17,726
+15,797
4418
$230K ﹤0.01%
31,868
+23,090
4419
$230K ﹤0.01%
14,453
-5,460
4420
$230K ﹤0.01%
8,835
-12,334
4421
$229K ﹤0.01%
8,246
+133
4422
$229K ﹤0.01%
9,308
-2,880
4423
$228K ﹤0.01%
8,819
+8,132
4424
$228K ﹤0.01%
23,105
+21,325
4425
$228K ﹤0.01%
16,343
-10,845