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
5451
$35K ﹤0.01%
8,779
-17,737
5452
$35K ﹤0.01%
1,472
+4
5453
$35K ﹤0.01%
1,682
-2,700
5454
$35K ﹤0.01%
5,383
-49,860
5455
$35K ﹤0.01%
1,528
-5,497
5456
$34K ﹤0.01%
9,503
-19,857
5457
$34K ﹤0.01%
17,151
+7,764
5458
$34K ﹤0.01%
1,000
+372
5459
$34K ﹤0.01%
+622
5460
$34K ﹤0.01%
+3,358
5461
$34K ﹤0.01%
1,353
-246
5462
$34K ﹤0.01%
2,599
-1,261
5463
$34K ﹤0.01%
+2,353
5464
$34K ﹤0.01%
3,973
+3,673
5465
$33K ﹤0.01%
1,933
-602
5466
$33K ﹤0.01%
+1,240
5467
$33K ﹤0.01%
19,103
5468
$33K ﹤0.01%
291
-554
5469
$33K ﹤0.01%
1,037
-644
5470
$33K ﹤0.01%
351
5471
$33K ﹤0.01%
100
5472
$33K ﹤0.01%
2,372
+212
5473
$33K ﹤0.01%
1,343
+1,105
5474
$33K ﹤0.01%
5,390
-506
5475
$32K ﹤0.01%
4,763
+724