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
5176
$73K ﹤0.01%
3,179
-1,498
5177
$72K ﹤0.01%
1,542
+46
5178
$72K ﹤0.01%
692
+256
5179
$72K ﹤0.01%
+1,182
5180
$71K ﹤0.01%
3,976
-2,386
5181
$71K ﹤0.01%
+1,068
5182
$71K ﹤0.01%
14,569
-14,224
5183
$71K ﹤0.01%
12,679
+6,617
5184
$71K ﹤0.01%
855
5185
$71K ﹤0.01%
2,634
+1,547
5186
$70K ﹤0.01%
9,991
-7,782
5187
$70K ﹤0.01%
35,393
-49,645
5188
$70K ﹤0.01%
13,376
+5,578
5189
$70K ﹤0.01%
1,951
+102
5190
$70K ﹤0.01%
1,087
-610
5191
$70K ﹤0.01%
875
5192
$70K ﹤0.01%
322,453
-50,000
5193
$69K ﹤0.01%
4,162
-4,616
5194
$69K ﹤0.01%
875
5195
$69K ﹤0.01%
753
-987
5196
$69K ﹤0.01%
11,857
+9,857
5197
$69K ﹤0.01%
7,414
+2,327
5198
$69K ﹤0.01%
+6,879
5199
$68K ﹤0.01%
1,291
-8
5200
$68K ﹤0.01%
1,913
-1,200