Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
4851
$78K ﹤0.01%
2,926
+2,351
4852
$78K ﹤0.01%
2,921
+492
4853
$78K ﹤0.01%
2,400
4854
$78K ﹤0.01%
3,175
-14,528
4855
$78K ﹤0.01%
572
+363
4856
$78K ﹤0.01%
8,092
-9,257
4857
$77K ﹤0.01%
7,426
-73,734
4858
$77K ﹤0.01%
21
+11
4859
$77K ﹤0.01%
664
+324
4860
$77K ﹤0.01%
2,877
+1,445
4861
$76K ﹤0.01%
5,992
+1,437
4862
$76K ﹤0.01%
6,176
-3,359
4863
$75K ﹤0.01%
+5,570
4864
$75K ﹤0.01%
3,500
-57
4865
$75K ﹤0.01%
20,371
-34,018
4866
$75K ﹤0.01%
6,774
-1,223
4867
$75K ﹤0.01%
2,135
+1,147
4868
$74K ﹤0.01%
+3,774
4869
$74K ﹤0.01%
2,262
+960
4870
$74K ﹤0.01%
10,086
4871
$74K ﹤0.01%
8,446
+3,605
4872
$74K ﹤0.01%
5,679
+2,988
4873
$74K ﹤0.01%
+8,750
4874
$73K ﹤0.01%
3,601
+341
4875
$73K ﹤0.01%
3,646