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
4751
$98K ﹤0.01%
10,456
+4,876
4752
$98K ﹤0.01%
4,253
+2,914
4753
$98K ﹤0.01%
3,434
+1,189
4754
$98K ﹤0.01%
6,183
-1,627
4755
$98K ﹤0.01%
5,283
+2,471
4756
$98K ﹤0.01%
3,954
-185
4757
$97K ﹤0.01%
3,231
+723
4758
$97K ﹤0.01%
1,782
+1,205
4759
$97K ﹤0.01%
1,080
+789
4760
$97K ﹤0.01%
+6,400
4761
$97K ﹤0.01%
2,263
+1,062
4762
$96K ﹤0.01%
+1,600
4763
$96K ﹤0.01%
+4,000
4764
$96K ﹤0.01%
2,980
+2,704
4765
$96K ﹤0.01%
12,022
+6,036
4766
$95K ﹤0.01%
839
+739
4767
$95K ﹤0.01%
3,632
+1,489
4768
$95K ﹤0.01%
6,297
-18,145
4769
$95K ﹤0.01%
2,715
-20,901
4770
$94K ﹤0.01%
613
-257
4771
$94K ﹤0.01%
4,227
+986
4772
$94K ﹤0.01%
17,110
+16,912
4773
$94K ﹤0.01%
29,133
+1,600
4774
$94K ﹤0.01%
+5,615
4775
$93K ﹤0.01%
18,320
+2,163