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
4526
$175K ﹤0.01%
3,444
+3,342
4527
$174K ﹤0.01%
11,455
-2,188
4528
$174K ﹤0.01%
6,627
+4,575
4529
$174K ﹤0.01%
19,047
-26,787
4530
$174K ﹤0.01%
17,080
-761
4531
$174K ﹤0.01%
56,096
+20,776
4532
$173K ﹤0.01%
112,330
+49,996
4533
$171K ﹤0.01%
2,054
+1,243
4534
$170K ﹤0.01%
11,710
+8,229
4535
$170K ﹤0.01%
4,788
+4,722
4536
$170K ﹤0.01%
3,102
+1,073
4537
$170K ﹤0.01%
6,464
+640
4538
$170K ﹤0.01%
682
-22
4539
$169K ﹤0.01%
14,045
+8,893
4540
$168K ﹤0.01%
16,947
+3,208
4541
$167K ﹤0.01%
51,793
+44,287
4542
$167K ﹤0.01%
67,119
-880
4543
$167K ﹤0.01%
13,040
+1,400
4544
$166K ﹤0.01%
10,611
+825
4545
$166K ﹤0.01%
2,763
-436
4546
$166K ﹤0.01%
498
+72
4547
$165K ﹤0.01%
3,081
-3
4548
$165K ﹤0.01%
24,634
-13,249
4549
$165K ﹤0.01%
6,048
4550
$165K ﹤0.01%
2,755