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
4651
$223K ﹤0.01%
8,363
-3,879
4652
$223K ﹤0.01%
9,185
-310,991
4653
$223K ﹤0.01%
24,078
4654
$223K ﹤0.01%
23,653
-4,530
4655
$223K ﹤0.01%
37,383
-21,877
4656
$222K ﹤0.01%
11,803
+2,156
4657
$222K ﹤0.01%
15,602
-1,947
4658
$222K ﹤0.01%
34,418
+12,706
4659
$221K ﹤0.01%
4,680
-17,504
4660
$221K ﹤0.01%
19,427
-18,589
4661
$221K ﹤0.01%
34,326
+9,170
4662
$220K ﹤0.01%
6,939
-2,891
4663
$220K ﹤0.01%
9,297
+1,456
4664
$219K ﹤0.01%
18,076
-856
4665
$219K ﹤0.01%
12,514
+11,623
4666
$219K ﹤0.01%
10,000
-7
4667
$218K ﹤0.01%
60,652
+4,434
4668
$218K ﹤0.01%
6,977
+2,447
4669
$218K ﹤0.01%
6,811
+711
4670
$218K ﹤0.01%
17,151
+669
4671
$217K ﹤0.01%
1,149
-1,000
4672
$217K ﹤0.01%
7,043
-2,278
4673
$217K ﹤0.01%
31,731
-2,308
4674
$217K ﹤0.01%
1,223
+933
4675
$217K ﹤0.01%
14,480
-20,961