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
$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
6401
$0 ﹤0.01%
4
+3
6402
-5
6403
-4
6404
$0 ﹤0.01%
1,896
6405
-4
6406
$0 ﹤0.01%
+1
6407
$0 ﹤0.01%
83
-455
6408
-1
6409
-3
6410
-1
6411
-100
6412
-1,597
6413
-30
6414
$0 ﹤0.01%
500
6415
$0 ﹤0.01%
17
-1,602
6416
$0 ﹤0.01%
109
6417
-1,621
6418
-1,050
6419
-199
6420
-5,673
6421
-79,265
6422
-117,627
6423
-11,432,627
6424
-1,899,034
6425
-272,955