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
5001
$106K ﹤0.01%
+7,587
5002
$106K ﹤0.01%
7,495
5003
$106K ﹤0.01%
21,586
-21,158
5004
$105K ﹤0.01%
8,012
+28
5005
$105K ﹤0.01%
4,364
-880
5006
$105K ﹤0.01%
11,328
+3,532
5007
$105K ﹤0.01%
4,509
-1,827
5008
$104K ﹤0.01%
4,818
-1,844
5009
$104K ﹤0.01%
+29,847
5010
$104K ﹤0.01%
5,000
5011
$104K ﹤0.01%
10,853
-5,860
5012
$104K ﹤0.01%
837
-404
5013
$104K ﹤0.01%
6,182
-11,921
5014
$103K ﹤0.01%
2,045
-27
5015
$103K ﹤0.01%
3,889
-1,537
5016
$103K ﹤0.01%
+1,879
5017
$102K ﹤0.01%
557
-511
5018
$102K ﹤0.01%
4,119
-381
5019
$102K ﹤0.01%
2,172
+1,760
5020
$102K ﹤0.01%
6,297
-2,430
5021
$101K ﹤0.01%
6,789
-2,562
5022
$101K ﹤0.01%
+2,070
5023
$100K ﹤0.01%
1,979
-4,680
5024
$100K ﹤0.01%
136
-23
5025
$100K ﹤0.01%
1,619
+1,369