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
5326
$26K ﹤0.01%
2,831
+2,076
5327
$26K ﹤0.01%
5,823
+3,802
5328
$26K ﹤0.01%
3,013
+6
5329
$26K ﹤0.01%
983
+178
5330
$26K ﹤0.01%
1,656
5331
$25K ﹤0.01%
1,900
-2,962
5332
$25K ﹤0.01%
493
+288
5333
$25K ﹤0.01%
2,000
5334
$25K ﹤0.01%
+1,670
5335
$25K ﹤0.01%
1,295
+275
5336
$25K ﹤0.01%
219
5337
$25K ﹤0.01%
2,711
+1,426
5338
$25K ﹤0.01%
25
-2
5339
$25K ﹤0.01%
1,823
+675
5340
$25K ﹤0.01%
2,454
-941
5341
$25K ﹤0.01%
1,045
+729
5342
$25K ﹤0.01%
995
+808
5343
$25K ﹤0.01%
50,000
+49,700
5344
$25K ﹤0.01%
2,821
-335
5345
$25K ﹤0.01%
750
+352
5346
$25K ﹤0.01%
2,466
-4,891
5347
$25K ﹤0.01%
6,900
5348
$25K ﹤0.01%
1,582
+210
5349
$25K ﹤0.01%
1,500
5350
$25K ﹤0.01%
3,400
+2,500