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
5351
$46K ﹤0.01%
+1,000
5352
$46K ﹤0.01%
4,581
-3,471
5353
$46K ﹤0.01%
580
5354
$46K ﹤0.01%
3,082
+317
5355
$46K ﹤0.01%
3,500
-6
5356
$46K ﹤0.01%
1,706
5357
$46K ﹤0.01%
2,640
-7,808
5358
$46K ﹤0.01%
1,883
+1,582
5359
$45K ﹤0.01%
2,575
+851
5360
$45K ﹤0.01%
2,100
-500
5361
$45K ﹤0.01%
8,558
-6,843
5362
$45K ﹤0.01%
11,419
-14,852
5363
$45K ﹤0.01%
877
5364
$45K ﹤0.01%
1,828
-459
5365
$45K ﹤0.01%
4,634
+1,278
5366
$45K ﹤0.01%
+662
5367
$44K ﹤0.01%
2,197
+197
5368
$44K ﹤0.01%
3,290
+1,000
5369
$44K ﹤0.01%
3,907
+770
5370
$44K ﹤0.01%
572
+40
5371
$44K ﹤0.01%
1,797
-1,654
5372
$44K ﹤0.01%
1,723
-12,486
5373
$44K ﹤0.01%
2,741
+1,641
5374
$43K ﹤0.01%
717
-523
5375
$43K ﹤0.01%
3,142
+1,193