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
5926
$3K ﹤0.01%
300
5927
$3K ﹤0.01%
1,250
-68
5928
$3K ﹤0.01%
390
5929
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2,232
-143
5930
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+200
5931
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171
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5932
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85
+57
5933
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5934
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1,000
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5935
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143
5936
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500
+250
5937
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1,500
5938
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2,000
5939
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+1,000
5940
0
5941
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268
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5942
0
5943
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2,000
5944
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5945
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235
+75
5946
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375
5947
$3K ﹤0.01%
150
-7
5948
$3K ﹤0.01%
664
+415
5949
$3K ﹤0.01%
500
5950
$3K ﹤0.01%
10
+1