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
5051
$48K ﹤0.01%
1,761
+1,155
5052
$48K ﹤0.01%
1,254
+832
5053
$48K ﹤0.01%
2,350
+1,059
5054
$48K ﹤0.01%
11,900
5055
$48K ﹤0.01%
598
+211
5056
$48K ﹤0.01%
2,579
+962
5057
$48K ﹤0.01%
+2,580
5058
$47K ﹤0.01%
909
+581
5059
$47K ﹤0.01%
2,972
+566
5060
$47K ﹤0.01%
+3,188
5061
$47K ﹤0.01%
+5,300
5062
$47K ﹤0.01%
17,625
-3,951
5063
$47K ﹤0.01%
5,400
+1,583
5064
$47K ﹤0.01%
657
+428
5065
$47K ﹤0.01%
1,213
+594
5066
$47K ﹤0.01%
3,695
-51,973
5067
$47K ﹤0.01%
4,000
-26
5068
$47K ﹤0.01%
125,520
+130
5069
$46K ﹤0.01%
4,114
+1,672
5070
$46K ﹤0.01%
36,185
+18,944
5071
$46K ﹤0.01%
+2
5072
$46K ﹤0.01%
882
+13
5073
$46K ﹤0.01%
+1,800
5074
$46K ﹤0.01%
429
+95
5075
$46K ﹤0.01%
+5,000