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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.09B
2 +$819M
3 +$739M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$646M
5
MSFT icon
Microsoft
MSFT
+$581M

Top Sells

1 +$1.16B
2 +$932M
3 +$790M
4
VUG icon
Vanguard Growth ETF
VUG
+$776M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$758M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.41%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6526
-296
6527
-220
6528
-53
6529
-1,013
6530
-68
6531
-40
6532
$0 ﹤0.01%
+4
6533
$0 ﹤0.01%
1
-330
6534
-155
6535
$0 ﹤0.01%
52,700
-2,452
6536
-3,800
6537
-110
6538
-398
6539
$0 ﹤0.01%
1
-316
6540
$0 ﹤0.01%
201
-2,546
6541
-48,931
6542
-1,558
6543
-1,727
6544
-7,204
6545
-186,970
6546
-148
6547
-26,434
6548
-25,000
6549
-42,412
6550
-24,904