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
5301
$27K ﹤0.01%
160
-119
5302
$27K ﹤0.01%
825
-17
5303
0
5304
$27K ﹤0.01%
+1,627
5305
$27K ﹤0.01%
2,808
-6,136
5306
$27K ﹤0.01%
3,052
+2,066
5307
$27K ﹤0.01%
+1,200
5308
$27K ﹤0.01%
24,918
-7,500
5309
$27K ﹤0.01%
2,816
5310
$27K ﹤0.01%
15,561
-21,616
5311
$27K ﹤0.01%
26,000
5312
$27K ﹤0.01%
218
-440
5313
$26K ﹤0.01%
6,075
+1,887
5314
$26K ﹤0.01%
1,462
+698
5315
$26K ﹤0.01%
3,072
+1,345
5316
$26K ﹤0.01%
10,303
+5,959
5317
$26K ﹤0.01%
10,512
+5,229
5318
$26K ﹤0.01%
+1,866
5319
$26K ﹤0.01%
1,372
+876
5320
$26K ﹤0.01%
36
-1
5321
$26K ﹤0.01%
820
+534
5322
$26K ﹤0.01%
767
-9,321
5323
$26K ﹤0.01%
1,622
-173
5324
$26K ﹤0.01%
1,224
5325
$26K ﹤0.01%
1,606
+1,121