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
6076
$1K ﹤0.01%
150
-20
6077
0
6078
$1K ﹤0.01%
+2
6079
$1K ﹤0.01%
1
6080
$1K ﹤0.01%
200
-2,406
6081
$1K ﹤0.01%
+425
6082
$1K ﹤0.01%
140
-2
6083
$1K ﹤0.01%
1,275
6084
$1K ﹤0.01%
39
-13
6085
$1K ﹤0.01%
465
6086
$1K ﹤0.01%
600
6087
$1K ﹤0.01%
500
6088
$1K ﹤0.01%
1,000
-2,105
6089
$1K ﹤0.01%
100
6090
$1K ﹤0.01%
667
6091
$1K ﹤0.01%
10
-13
6092
$1K ﹤0.01%
+2,767
6093
$1K ﹤0.01%
3,658
-73
6094
$1K ﹤0.01%
99
6095
$1K ﹤0.01%
342
-3
6096
$1K ﹤0.01%
94
-1,578
6097
$1K ﹤0.01%
500
-324
6098
$1K ﹤0.01%
114
6099
$1K ﹤0.01%
76
-336
6100
$1K ﹤0.01%
2
-40