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
4801
$89K ﹤0.01%
2,486
-44
4802
$89K ﹤0.01%
3,603
+752
4803
$89K ﹤0.01%
3,400
-211
4804
$88K ﹤0.01%
4,648
-22,652
4805
$88K ﹤0.01%
3,009
+710
4806
$88K ﹤0.01%
4,325
+1,100
4807
$88K ﹤0.01%
6,912
+3,696
4808
$88K ﹤0.01%
1,165
+115
4809
$88K ﹤0.01%
7,394
4810
$88K ﹤0.01%
3,083
+1,938
4811
$88K ﹤0.01%
2,528
+727
4812
$87K ﹤0.01%
10,476
+116
4813
$87K ﹤0.01%
12,232
-2,602
4814
$87K ﹤0.01%
6,037
-991
4815
$87K ﹤0.01%
15,014
+4,870
4816
$86K ﹤0.01%
3,369
+2,019
4817
$86K ﹤0.01%
10,039
-3,265
4818
$85K ﹤0.01%
9,369
+1,346
4819
$85K ﹤0.01%
2,129
+95
4820
$85K ﹤0.01%
8,346
-11
4821
$85K ﹤0.01%
11,652
-1,236
4822
$84K ﹤0.01%
6,204
+3,531
4823
$83K ﹤0.01%
+1,495
4824
$83K ﹤0.01%
9,932
+5,474
4825
$83K ﹤0.01%
7,051
+532