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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
6351
$11K ﹤0.01%
1,200
6352
$11K ﹤0.01%
400
-238
6353
$11K ﹤0.01%
1,100
6354
$11K ﹤0.01%
+1,241
6355
$10K ﹤0.01%
1,000
6356
$10K ﹤0.01%
192
6357
$10K ﹤0.01%
448
-17,641
6358
$10K ﹤0.01%
4,500
+3,495
6359
$10K ﹤0.01%
1,000
6360
$10K ﹤0.01%
1,420
6361
$10K ﹤0.01%
853
+245
6362
$10K ﹤0.01%
4,117
-6,895
6363
$10K ﹤0.01%
7,797
-1,800
6364
$10K ﹤0.01%
29
-43
6365
$10K ﹤0.01%
2,600
-54,917
6366
$10K ﹤0.01%
94,166
-1,682
6367
$10K ﹤0.01%
23
6368
$10K ﹤0.01%
18
6369
$10K ﹤0.01%
874
-14
6370
$10K ﹤0.01%
457
-1,092
6371
$10K ﹤0.01%
2,976
-10,794
6372
$10K ﹤0.01%
500
6373
$10K ﹤0.01%
5,713
-27,847
6374
$10K ﹤0.01%
5,504
-7,527
6375
$10K ﹤0.01%
61