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
5051
$95K ﹤0.01%
8,896
-219
5052
$95K ﹤0.01%
5,990
-4,959
5053
$95K ﹤0.01%
12,017
-12,295
5054
$95K ﹤0.01%
21,235
-80,980
5055
$95K ﹤0.01%
17,588
-61,704
5056
$94K ﹤0.01%
32,242
+22,560
5057
$94K ﹤0.01%
1,910
+135
5058
$94K ﹤0.01%
3,830
-21
5059
$93K ﹤0.01%
1,805
+975
5060
$93K ﹤0.01%
1,925
5061
$93K ﹤0.01%
12,109
-20,460
5062
$93K ﹤0.01%
6,721
5063
$93K ﹤0.01%
3,415
-4,444
5064
$93K ﹤0.01%
7,421
-203
5065
$93K ﹤0.01%
3,905
+3,661
5066
$93K ﹤0.01%
3,490
-21,776
5067
$92K ﹤0.01%
3,711
-6,554
5068
$92K ﹤0.01%
5,486
-1,264
5069
$92K ﹤0.01%
5,945
+5,495
5070
$92K ﹤0.01%
4,277
-1,512
5071
$92K ﹤0.01%
2,020
5072
$91K ﹤0.01%
1,400
+67
5073
$91K ﹤0.01%
2,931
-2,832
5074
$91K ﹤0.01%
10,927
-9,852
5075
$91K ﹤0.01%
2,853
-3,616