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
4576
$155K ﹤0.01%
10,702
+2,100
4577
$155K ﹤0.01%
4,808
-376
4578
$155K ﹤0.01%
6,834
+1,091
4579
$154K ﹤0.01%
3,520
-12,955
4580
$154K ﹤0.01%
3,526
+644
4581
$153K ﹤0.01%
11,600
+8,582
4582
$151K ﹤0.01%
29,560
-224
4583
$151K ﹤0.01%
+6,521
4584
$150K ﹤0.01%
12,963
-272
4585
$150K ﹤0.01%
18,871
+4,963
4586
$150K ﹤0.01%
10,258
-580
4587
$149K ﹤0.01%
32,522
-28,415
4588
$149K ﹤0.01%
15,770
+1,135
4589
$148K ﹤0.01%
24,885
-39,667
4590
$147K ﹤0.01%
6,092
-2,144
4591
$147K ﹤0.01%
6,079
-24,025
4592
$147K ﹤0.01%
10,006
-986
4593
$147K ﹤0.01%
11,695
+13
4594
$146K ﹤0.01%
2,046
+1,132
4595
$146K ﹤0.01%
13,076
+1,792
4596
$146K ﹤0.01%
8,653
+1,321
4597
$145K ﹤0.01%
341
+16
4598
$145K ﹤0.01%
+2,952
4599
$144K ﹤0.01%
5,232
+798
4600
$144K ﹤0.01%
12,830
+10,244