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
5826
$7K ﹤0.01%
601
+487
5827
$7K ﹤0.01%
867
+734
5828
$7K ﹤0.01%
144
+87
5829
$7K ﹤0.01%
1,563
-33
5830
$7K ﹤0.01%
+392
5831
$6K ﹤0.01%
160
5832
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+340
5833
$6K ﹤0.01%
252
5834
$6K ﹤0.01%
1,452
+1,360
5835
$6K ﹤0.01%
309
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5836
$6K ﹤0.01%
4,740
-771
5837
$6K ﹤0.01%
+215
5838
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140
5839
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150
+105
5840
$6K ﹤0.01%
556
5841
$6K ﹤0.01%
531
-180
5842
$6K ﹤0.01%
256
+208
5843
$6K ﹤0.01%
394
+200
5844
$6K ﹤0.01%
557
+542
5845
$6K ﹤0.01%
54
+3
5846
$6K ﹤0.01%
174
-383
5847
$6K ﹤0.01%
475
+375
5848
$6K ﹤0.01%
+1,250
5849
$6K ﹤0.01%
800
5850
$6K ﹤0.01%
1,250
-7,598