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
5476
$32K ﹤0.01%
797
5477
$32K ﹤0.01%
5,123
-13,636
5478
$32K ﹤0.01%
512
-50
5479
$32K ﹤0.01%
2,108
-2,352
5480
$32K ﹤0.01%
3,775
+713
5481
$32K ﹤0.01%
586
-208
5482
$32K ﹤0.01%
7,852
-5,361
5483
$32K ﹤0.01%
1,102
+1,090
5484
$31K ﹤0.01%
1,716
5485
$31K ﹤0.01%
1,148
+51
5486
$31K ﹤0.01%
2,545
5487
$31K ﹤0.01%
+1,114
5488
$31K ﹤0.01%
+390
5489
$31K ﹤0.01%
689
+159
5490
$31K ﹤0.01%
700
-2
5491
$31K ﹤0.01%
1,124
-2,373
5492
$31K ﹤0.01%
+1,126
5493
$31K ﹤0.01%
2,536
+34
5494
$30K ﹤0.01%
4,373
-3,660
5495
$30K ﹤0.01%
26,000
5496
$30K ﹤0.01%
4,417
5497
$30K ﹤0.01%
372
-1,302
5498
$30K ﹤0.01%
14,775
-10,607
5499
$30K ﹤0.01%
+1,457
5500
$30K ﹤0.01%
+903