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
4651
$126K ﹤0.01%
17,000
+8,000
4652
$126K ﹤0.01%
635
+382
4653
$126K ﹤0.01%
16,979
+15,000
4654
$125K ﹤0.01%
12,053
+9,530
4655
$125K ﹤0.01%
47,242
+12,359
4656
$125K ﹤0.01%
5,446
+3,446
4657
$124K ﹤0.01%
1,038
-1,013
4658
$123K ﹤0.01%
2,000
-830
4659
$123K ﹤0.01%
1,525
-550
4660
$123K ﹤0.01%
28,009
-1
4661
$123K ﹤0.01%
6,300
-698
4662
$123K ﹤0.01%
12,625
-710
4663
$122K ﹤0.01%
2,256
-35
4664
$121K ﹤0.01%
+14,000
4665
$121K ﹤0.01%
10,017
+4,948
4666
$121K ﹤0.01%
1,247
+111
4667
$121K ﹤0.01%
6,776
-91,178
4668
$121K ﹤0.01%
10,105
+9,996
4669
$121K ﹤0.01%
14,195
+9,332
4670
$120K ﹤0.01%
45,277
+44,363
4671
$120K ﹤0.01%
8,912
+3,500
4672
$119K ﹤0.01%
11,118
+4,455
4673
$119K ﹤0.01%
8,942
-49,282
4674
$119K ﹤0.01%
6,407
+477
4675
$118K ﹤0.01%
2,918