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
4926
$122K ﹤0.01%
3,880
-17,551
4927
$122K ﹤0.01%
21,464
-5,461
4928
$122K ﹤0.01%
3,120
-240
4929
$121K ﹤0.01%
+2,462
4930
$121K ﹤0.01%
3,402
-242
4931
$121K ﹤0.01%
21,724
-8,221
4932
$120K ﹤0.01%
5,256
-582
4933
$120K ﹤0.01%
+2,029
4934
$120K ﹤0.01%
7,085
-1,749
4935
$120K ﹤0.01%
5,593
-442
4936
$120K ﹤0.01%
3,144
-534
4937
$120K ﹤0.01%
19,549
+7,907
4938
$120K ﹤0.01%
6,557
+3,332
4939
$120K ﹤0.01%
455
+59
4940
$120K ﹤0.01%
21,098
+3,016
4941
$119K ﹤0.01%
13,992
+405
4942
$119K ﹤0.01%
29,787
-210,101
4943
$119K ﹤0.01%
4,824
-13,476
4944
$118K ﹤0.01%
3,689
+43
4945
$117K ﹤0.01%
13,054
+6,660
4946
$117K ﹤0.01%
28,163
-21,449
4947
$117K ﹤0.01%
+2,475
4948
$117K ﹤0.01%
1,860
-692
4949
$117K ﹤0.01%
6,600
-28,967
4950
$117K ﹤0.01%
11,011
-1,149