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
6276
-117,627
6277
-11,432,627
6278
-1,899,034
6279
-272,955
6280
-572
6281
-41
6282
-392,512
6283
-12,316
6284
-1,100
6285
-136,162
6286
-532,671
6287
-32,601
6288
-7,457
6289
-372,718
6290
-4,000
6291
-49,108
6292
-75,241
6293
-64,267
6294
-149,692
6295
-5,003,675
6296
-10,065
6297
-500
6298
-6,472
6299
-14,724
6300
-49,188