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
4601
$143K ﹤0.01%
10,216
-4,561
4602
$142K ﹤0.01%
7,404
-23
4603
$141K ﹤0.01%
3,526
+454
4604
$141K ﹤0.01%
3,968
+542
4605
$141K ﹤0.01%
15,536
+741
4606
$141K ﹤0.01%
22,892
+3,670
4607
$141K ﹤0.01%
8,461
+4,382
4608
$140K ﹤0.01%
35,420
+5,027
4609
$140K ﹤0.01%
2,423
+413
4610
$140K ﹤0.01%
23,603
-131,592
4611
$140K ﹤0.01%
3,838
-1,420
4612
$140K ﹤0.01%
11,676
+11,255
4613
$140K ﹤0.01%
2,871
-12,105
4614
$139K ﹤0.01%
3,090
+1,259
4615
$138K ﹤0.01%
9,814
-10,000
4616
$138K ﹤0.01%
9,783
+4,803
4617
$138K ﹤0.01%
8,559
+2,194
4618
$137K ﹤0.01%
10,484
4619
$137K ﹤0.01%
15,939
+8,104
4620
$136K ﹤0.01%
6,716
-398
4621
$136K ﹤0.01%
47,351
-364
4622
$135K ﹤0.01%
4,978
+50
4623
$135K ﹤0.01%
14,250
-3,100
4624
$134K ﹤0.01%
47,150
+35,218
4625
$134K ﹤0.01%
7,484
+3,375