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
4951
$62K ﹤0.01%
6
-2
4952
$62K ﹤0.01%
1,118
-6
4953
$61K ﹤0.01%
1,232
+1,040
4954
$61K ﹤0.01%
6,045
+2,338
4955
$61K ﹤0.01%
+3,091
4956
$61K ﹤0.01%
2,312
+802
4957
$61K ﹤0.01%
23,708
-19,060
4958
$60K ﹤0.01%
3,797
+2,137
4959
$60K ﹤0.01%
2,245
-36,649
4960
$60K ﹤0.01%
1,478
+308
4961
$60K ﹤0.01%
23
-1
4962
$60K ﹤0.01%
8,306
+1,518
4963
$59K ﹤0.01%
14,239
-67,807
4964
$59K ﹤0.01%
+840
4965
$59K ﹤0.01%
12,681
+7,407
4966
$59K ﹤0.01%
2,395
4967
$59K ﹤0.01%
2,444
+413
4968
$59K ﹤0.01%
4,200
+534
4969
$59K ﹤0.01%
+5,800
4970
$59K ﹤0.01%
1,452
-1,259
4971
$59K ﹤0.01%
5,316
+3,507
4972
$58K ﹤0.01%
3,146
+1,436
4973
$58K ﹤0.01%
15,438
-37,736
4974
$58K ﹤0.01%
5,800
+288
4975
$57K ﹤0.01%
110,120
+47,314