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
4776
$170K ﹤0.01%
42
+3
4777
$170K ﹤0.01%
4,915
-22,181
4778
$168K ﹤0.01%
7,436
-3,879
4779
$168K ﹤0.01%
2,833
+849
4780
$168K ﹤0.01%
21,002
-70,464
4781
$168K ﹤0.01%
15,248
+11,947
4782
$167K ﹤0.01%
6,334
+2,060
4783
$167K ﹤0.01%
11,842
-7,312
4784
$167K ﹤0.01%
8,544
-3,063
4785
$167K ﹤0.01%
85,617
+25,119
4786
$166K ﹤0.01%
85,682
-23,292
4787
$165K ﹤0.01%
+14,192
4788
$165K ﹤0.01%
7,167
-1,754
4789
$164K ﹤0.01%
16,725
-42,564
4790
$164K ﹤0.01%
+21,057
4791
$164K ﹤0.01%
7,500
-200
4792
$164K ﹤0.01%
5,729
+1,335
4793
$164K ﹤0.01%
13,811
-14,823
4794
$164K ﹤0.01%
6,322
-831
4795
$163K ﹤0.01%
+6,926
4796
$163K ﹤0.01%
10,103
+346
4797
$162K ﹤0.01%
5,650
-322
4798
$162K ﹤0.01%
1,032
+534
4799
$161K ﹤0.01%
2,697
+273
4800
$161K ﹤0.01%
7,710
+1,386