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
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.48B
2 +$2.49B
3 +$2.36B
4
AAPL icon
Apple
AAPL
+$2.28B
5
AMZN icon
Amazon
AMZN
+$1.74B

Top Sells

1 +$3.15B
2 +$2.87B
3 +$990M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$897M
5
CVX icon
Chevron
CVX
+$863M

Sector Composition

1 Technology 13.88%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6001
$7.29K ﹤0.01%
3,242
-199,218
6002
$7.26K ﹤0.01%
6,000
+4,300
6003
$7.22K ﹤0.01%
45,136
+24,264
6004
$7.22K ﹤0.01%
633
-392
6005
$7.2K ﹤0.01%
700
6006
$7.15K ﹤0.01%
385
6007
$7.09K ﹤0.01%
296
+88
6008
0
6009
$7.03K ﹤0.01%
33,466
+100
6010
$6.99K ﹤0.01%
4,183
+2,000
6011
$6.96K ﹤0.01%
580
+80
6012
$6.89K ﹤0.01%
1,125
6013
$6.84K ﹤0.01%
1,796
-813
6014
$6.67K ﹤0.01%
3,100
-161
6015
$6.66K ﹤0.01%
1,698
6016
$6.65K ﹤0.01%
2,393
-15
6017
$6.65K ﹤0.01%
2,141
-866
6018
$6.48K ﹤0.01%
+24
6019
$6.48K ﹤0.01%
18
6020
$6.47K ﹤0.01%
3,535
-22,365
6021
$6.45K ﹤0.01%
2,170
+1,156
6022
$6.43K ﹤0.01%
2,759
-120
6023
$6.41K ﹤0.01%
6,610
-145,516
6024
$6.35K ﹤0.01%
+200
6025
$6.33K ﹤0.01%
609
-26