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
5301
$53K ﹤0.01%
2,099
-3,102
5302
$53K ﹤0.01%
1,405
5303
$53K ﹤0.01%
2,463
-1,937
5304
$52K ﹤0.01%
+8,218
5305
$52K ﹤0.01%
6,648
-1,240
5306
$52K ﹤0.01%
+4,378
5307
$52K ﹤0.01%
1,772
-773
5308
$52K ﹤0.01%
4,943
-1,768
5309
$52K ﹤0.01%
756
-981
5310
$52K ﹤0.01%
3,028
-2,881
5311
$52K ﹤0.01%
3,026
-1,010
5312
$51K ﹤0.01%
2,512
-2,544
5313
$51K ﹤0.01%
4,448
-786
5314
$51K ﹤0.01%
28,834
+3,989
5315
$51K ﹤0.01%
1,992
5316
$51K ﹤0.01%
15,342
-21,027
5317
$51K ﹤0.01%
12,161
-136,718
5318
$51K ﹤0.01%
2,837
-2,919
5319
$51K ﹤0.01%
3,744
-569
5320
$51K ﹤0.01%
8,288
-8,290
5321
$51K ﹤0.01%
+25,801
5322
$51K ﹤0.01%
1,075
+872
5323
$50K ﹤0.01%
3,626
-2,780
5324
$50K ﹤0.01%
13,906
+11,220
5325
$50K ﹤0.01%
930
-1,303