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
5151
$38K ﹤0.01%
+6
5152
$38K ﹤0.01%
10,000
+9,962
5153
$38K ﹤0.01%
1,125
+583
5154
$38K ﹤0.01%
12,761
+731
5155
$38K ﹤0.01%
60,799
-1,638
5156
$38K ﹤0.01%
600
5157
$38K ﹤0.01%
1,267
+83
5158
$37K ﹤0.01%
1,429
+997
5159
$37K ﹤0.01%
152
+70
5160
$37K ﹤0.01%
1,087
+758
5161
$37K ﹤0.01%
914
+270
5162
$37K ﹤0.01%
2,003
-389
5163
$37K ﹤0.01%
2,001
-83
5164
$37K ﹤0.01%
967
+317
5165
$37K ﹤0.01%
2,325
+825
5166
$37K ﹤0.01%
1,521
+749
5167
$37K ﹤0.01%
32,354
-102,450
5168
$37K ﹤0.01%
33,002
-639
5169
$37K ﹤0.01%
6,828
+6,249
5170
$36K ﹤0.01%
2,086
+615
5171
$36K ﹤0.01%
1,000
5172
$36K ﹤0.01%
2,500
-36
5173
$36K ﹤0.01%
3,124
-25
5174
$36K ﹤0.01%
1,083
+377
5175
$36K ﹤0.01%
2,231
-5,274