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
5176
$36K ﹤0.01%
5,000
-247
5177
$36K ﹤0.01%
18,839
+4,084
5178
$36K ﹤0.01%
199
+120
5179
$36K ﹤0.01%
974
+674
5180
$36K ﹤0.01%
2,415
-1
5181
$35K ﹤0.01%
250
5182
$35K ﹤0.01%
+1,681
5183
$35K ﹤0.01%
4,886
-2,782
5184
$35K ﹤0.01%
3,508
+2,751
5185
$35K ﹤0.01%
1,837
+67
5186
$35K ﹤0.01%
2,930
+68
5187
$35K ﹤0.01%
9,390
-560
5188
$35K ﹤0.01%
2,700
5189
$34K ﹤0.01%
7,201
+5,921
5190
$34K ﹤0.01%
14,393
+1,623
5191
$34K ﹤0.01%
4,513
+3,746
5192
$34K ﹤0.01%
2,246
+1,303
5193
$34K ﹤0.01%
2,250
5194
$34K ﹤0.01%
193
+90
5195
$34K ﹤0.01%
+1,233
5196
$34K ﹤0.01%
1,195
5197
0
5198
$34K ﹤0.01%
7,933
+4,863
5199
$34K ﹤0.01%
+2,000
5200
$34K ﹤0.01%
1,128
+379