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
5001
$54K ﹤0.01%
4,784
+2,425
5002
$53K ﹤0.01%
2,267
+869
5003
$53K ﹤0.01%
32,010
-3,639
5004
$53K ﹤0.01%
789
+301
5005
$53K ﹤0.01%
2,258
+1,356
5006
$53K ﹤0.01%
12,392
+10,237
5007
$53K ﹤0.01%
358
+343
5008
$53K ﹤0.01%
6,071
+2,112
5009
$53K ﹤0.01%
3,435
+2,139
5010
$53K ﹤0.01%
3,684
+377
5011
$53K ﹤0.01%
5,703
+3,101
5012
$53K ﹤0.01%
977
+452
5013
$52K ﹤0.01%
1,225
+832
5014
$52K ﹤0.01%
800
5015
0
5016
$52K ﹤0.01%
3,087
+2,261
5017
$52K ﹤0.01%
+3,770
5018
$51K ﹤0.01%
4,737
+3,600
5019
$51K ﹤0.01%
+1,487
5020
$51K ﹤0.01%
2,015
+1,638
5021
$51K ﹤0.01%
+3,394
5022
$51K ﹤0.01%
3,508
+2,786
5023
$51K ﹤0.01%
3,703
+2,250
5024
$51K ﹤0.01%
9,703
+3,287
5025
$51K ﹤0.01%
38,725
-2,085