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
5076
$46K ﹤0.01%
+3,627
5077
$45K ﹤0.01%
4,519
-5,243
5078
$45K ﹤0.01%
2,883
+1,718
5079
$45K ﹤0.01%
1,950
-9,156
5080
$45K ﹤0.01%
476
+367
5081
$45K ﹤0.01%
3,151
-30,154
5082
$45K ﹤0.01%
219
+45
5083
$45K ﹤0.01%
4,459
+1,203
5084
$45K ﹤0.01%
2,024
+903
5085
$45K ﹤0.01%
2,531
-121
5086
$45K ﹤0.01%
66,861
-47,423
5087
$44K ﹤0.01%
+1,448
5088
$44K ﹤0.01%
1,120
+203
5089
$44K ﹤0.01%
1,441
-300
5090
$44K ﹤0.01%
9,428
+1,042
5091
$44K ﹤0.01%
3,594
+2,268
5092
$44K ﹤0.01%
2,102
+1,098
5093
$44K ﹤0.01%
2,801
-12,566
5094
$44K ﹤0.01%
1,100
-600
5095
$44K ﹤0.01%
17,721
5096
$44K ﹤0.01%
19,500
-1,424
5097
$44K ﹤0.01%
7,079
+3,104
5098
$44K ﹤0.01%
20,000
-4,192
5099
$44K ﹤0.01%
2,393
+2,113
5100
$43K ﹤0.01%
2,858
-2,353