We are live on ! Find out more
Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815B
AUM Growth
-$132B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,873
New
Increased
Reduced
Closed

Top Buys

1 +$1.66B
2 +$1.47B
3 +$1.4B
4
PG icon
Procter & Gamble
PG
+$1.17B
5
MSFT icon
Microsoft
MSFT
+$1.04B

Top Sells

1 +$7.01B
2 +$1.69B
3 +$1.26B
4
DIS icon
Walt Disney
DIS
+$872M
5
VB icon
Vanguard Small-Cap ETF
VB
+$780M

Sector Composition

1 Technology 12.45%
2 Healthcare 8.42%
3 Financials 7.97%
4 Industrials 5.69%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6126
$25K ﹤0.01%
+2,500
6127
$24K ﹤0.01%
276
+196
6128
$24K ﹤0.01%
6,629
-2,502
6129
$24K ﹤0.01%
1,069
-33
6130
$24K ﹤0.01%
1,467
-7,853
6131
$24K ﹤0.01%
2,451
-355
6132
$24K ﹤0.01%
1,105
+148
6133
$24K ﹤0.01%
318
-75
6134
$24K ﹤0.01%
30,300
+300
6135
$24K ﹤0.01%
17,785
-176,814
6136
$24K ﹤0.01%
3,674
-2,406
6137
$24K ﹤0.01%
16,295
-63,278
6138
$24K ﹤0.01%
2,414
-54,100
6139
$24K ﹤0.01%
899
+45
6140
$24K ﹤0.01%
+50
6141
$23K ﹤0.01%
2,332
-1,654
6142
$23K ﹤0.01%
524
-689
6143
$23K ﹤0.01%
1,939
-1,461
6144
$23K ﹤0.01%
500
-13,013
6145
$23K ﹤0.01%
5,968
-1,434
6146
$23K ﹤0.01%
7,530
-25,647
6147
$23K ﹤0.01%
379
+2
6148
$23K ﹤0.01%
2,493
-655
6149
$23K ﹤0.01%
669
6150
$23K ﹤0.01%
2,500
-17,221