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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.34B
2 +$3.18B
3 +$1.55B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.49B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.39%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4626
$234K ﹤0.01%
7,865
-5,295
4627
$233K ﹤0.01%
19,034
-6,844
4628
$233K ﹤0.01%
26,710
-3,778
4629
$233K ﹤0.01%
12,182
+3,843
4630
$233K ﹤0.01%
18,123
+2,857
4631
$233K ﹤0.01%
48,515
-5,191
4632
$233K ﹤0.01%
2,055
+74
4633
$233K ﹤0.01%
2,662
+2,615
4634
$232K ﹤0.01%
8,522
-298
4635
$232K ﹤0.01%
56,243
-355,360
4636
$232K ﹤0.01%
+16,710
4637
$232K ﹤0.01%
11,268
-8
4638
$231K ﹤0.01%
23,700
-3,359
4639
$231K ﹤0.01%
8,753
+19
4640
$231K ﹤0.01%
13,407
+7,661
4641
$230K ﹤0.01%
87,424
-278
4642
$230K ﹤0.01%
3,541
-67
4643
$229K ﹤0.01%
38,148
-3,011
4644
$229K ﹤0.01%
18,688
-3,865
4645
$227K ﹤0.01%
11,369
-26,935
4646
$226K ﹤0.01%
10,600
-6,679
4647
$226K ﹤0.01%
30,892
+16,813
4648
$226K ﹤0.01%
22,747
-3,708
4649
$225K ﹤0.01%
11,453
+10,545
4650
$225K ﹤0.01%
7,579
+93