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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,597
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.79B
3 +$1.53B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43B
5
WFC icon
Wells Fargo
WFC
+$1.36B

Top Sells

1 +$1.18B
2 +$1.06B
3 +$967M
4
TSM icon
TSMC
TSM
+$464M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.77%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5201
$17K ﹤0.01%
959
-324
5202
$17K ﹤0.01%
2,300
-687
5203
$17K ﹤0.01%
1,176
-4,319
5204
$17K ﹤0.01%
1,642
5205
$17K ﹤0.01%
10,000
5206
$17K ﹤0.01%
1,099
-3,851
5207
$17K ﹤0.01%
1,650
+1,640
5208
$17K ﹤0.01%
3,032
-3,226
5209
$17K ﹤0.01%
+723
5210
$17K ﹤0.01%
3,976
+3,100
5211
$17K ﹤0.01%
2,500
5212
$17K ﹤0.01%
6,700
+6,187
5213
$17K ﹤0.01%
+1,587
5214
$17K ﹤0.01%
1,259
5215
$16K ﹤0.01%
1,895
+6
5216
$16K ﹤0.01%
908
+726
5217
$16K ﹤0.01%
+3,900
5218
$16K ﹤0.01%
2,000
+1,992
5219
$16K ﹤0.01%
+406
5220
$16K ﹤0.01%
1,000
+608
5221
$16K ﹤0.01%
1,027
-145
5222
$16K ﹤0.01%
6,426
5223
$16K ﹤0.01%
695
5224
$16K ﹤0.01%
1,210
5225
$16K ﹤0.01%
1,315