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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,597
New
Increased
Reduced
Closed

Top Buys

1 +$1.88B
2 +$1.79B
3 +$1.53B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43B
5
WFC icon
Wells Fargo
WFC
+$1.36B

Top Sells

1 +$1.18B
2 +$1.06B
3 +$967M
4
TSM icon
TSMC
TSM
+$464M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.77%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6301
-194
6302
-49
6303
$0 ﹤0.01%
203
-304
6304
-78
6305
-5
6306
-21,164
6307
-117,714
6308
-154,679
6309
-30,172
6310
-43,062
6311
-3,282
6312
-136,067
6313
-34,266
6314
-138,387
6315
-4,020
6316
-201,365
6317
-38,125
6318
-959,437
6319
-1,134
6320
-20
6321
-3,000
6322
-26,625
6323
-17,192
6324
-5,498,435
6325
$0 ﹤0.01%
125
-1,241