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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,597
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.79B
3 +$1.53B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43B
5
WFC icon
Wells Fargo
WFC
+$1.36B

Top Sells

1 +$1.18B
2 +$1.06B
3 +$967M
4
TSM icon
TSMC
TSM
+$464M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.77%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4751
$62K ﹤0.01%
11,550
-47,446
4752
$62K ﹤0.01%
3,008
+1,687
4753
$61K ﹤0.01%
3,646
4754
$61K ﹤0.01%
2,227
+4
4755
$61K ﹤0.01%
8,491
-14,505
4756
$61K ﹤0.01%
2,339
-4,608
4757
$61K ﹤0.01%
5,603
-16,457
4758
$61K ﹤0.01%
2,515
+2,037
4759
$61K ﹤0.01%
19,700
4760
$61K ﹤0.01%
113,939
-1,076,844
4761
$60K ﹤0.01%
13,500
4762
$60K ﹤0.01%
4,050
4763
$60K ﹤0.01%
10,406
+5,311
4764
$60K ﹤0.01%
2,725
-7,959
4765
$60K ﹤0.01%
3,851
-138
4766
$60K ﹤0.01%
2,800
-3,072
4767
$60K ﹤0.01%
7,709
-1,466
4768
$60K ﹤0.01%
7,528
-1,939
4769
$59K ﹤0.01%
3,276
-660
4770
$59K ﹤0.01%
6,982
+4,322
4771
$59K ﹤0.01%
6,228
4772
$59K ﹤0.01%
20,377
-101,080
4773
$59K ﹤0.01%
983
-93
4774
$59K ﹤0.01%
3,943
4775
$59K ﹤0.01%
20,486
+14,991