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
5026
$51K ﹤0.01%
2,139
-3,469
5027
$50K ﹤0.01%
1,200
+564
5028
$50K ﹤0.01%
2,988
+1,045
5029
$50K ﹤0.01%
3,823
-1,667
5030
$50K ﹤0.01%
2,912
5031
$50K ﹤0.01%
1,458
+1,116
5032
$50K ﹤0.01%
646
+246
5033
$50K ﹤0.01%
1,669
+800
5034
$50K ﹤0.01%
23,666
+5,050
5035
$49K ﹤0.01%
867
-299
5036
$49K ﹤0.01%
3,702
-13
5037
$49K ﹤0.01%
2,044
-1,553
5038
$49K ﹤0.01%
750
5039
$49K ﹤0.01%
4,404
-11,495
5040
$49K ﹤0.01%
1,001
-355
5041
$49K ﹤0.01%
334
-29,426
5042
$49K ﹤0.01%
5,263
+4,531
5043
0
5044
$49K ﹤0.01%
1,562
+283
5045
$49K ﹤0.01%
19,431
+7,215
5046
$49K ﹤0.01%
4,547
+1,588
5047
$48K ﹤0.01%
1,173
+539
5048
$48K ﹤0.01%
42,573
+9,643
5049
$48K ﹤0.01%
14,413
+9,792
5050
$48K ﹤0.01%
1,482
-210