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
4926
$66K ﹤0.01%
3,332
-848
4927
$65K ﹤0.01%
5,988
+105
4928
$65K ﹤0.01%
2,014
-2,054
4929
$65K ﹤0.01%
5,040
-1,325
4930
$65K ﹤0.01%
70,233
+233
4931
$65K ﹤0.01%
7,690
-188
4932
$65K ﹤0.01%
5,763
-6,373
4933
$65K ﹤0.01%
1,733
+833
4934
$65K ﹤0.01%
8,881
-1,090
4935
$65K ﹤0.01%
14,667
-6,533
4936
$64K ﹤0.01%
6,645
-3,540
4937
$64K ﹤0.01%
3,231
+2,299
4938
$64K ﹤0.01%
8,659
+3,018
4939
$64K ﹤0.01%
5,470
+607
4940
$64K ﹤0.01%
2,300
4941
$63K ﹤0.01%
3,932
+1,380
4942
$63K ﹤0.01%
20,032
+9,154
4943
$63K ﹤0.01%
4,558
-19,292
4944
$63K ﹤0.01%
3,317
+382
4945
$63K ﹤0.01%
+1,167
4946
$63K ﹤0.01%
1,280
-3,625
4947
$62K ﹤0.01%
1,118
-6
4948
$62K ﹤0.01%
1,659
-310
4949
$62K ﹤0.01%
5,874
-150,538
4950
$62K ﹤0.01%
8,405
+3,891