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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
6526
$5K ﹤0.01%
160
6527
$5K ﹤0.01%
184
-4,952
6528
$5K ﹤0.01%
1,215
-4,948
6529
$5K ﹤0.01%
202
-240
6530
$5K ﹤0.01%
41
-182
6531
$5K ﹤0.01%
270
6532
$5K ﹤0.01%
94
-251
6533
$5K ﹤0.01%
337
-3
6534
$5K ﹤0.01%
1,492
6535
$5K ﹤0.01%
303
-210
6536
$5K ﹤0.01%
500
6537
$5K ﹤0.01%
500
-430
6538
$5K ﹤0.01%
28,395
6539
$5K ﹤0.01%
50,000
6540
$5K ﹤0.01%
50,100
+100
6541
$5K ﹤0.01%
500
6542
$5K ﹤0.01%
5,100
+100
6543
$5K ﹤0.01%
50,000
6544
$5K ﹤0.01%
500
6545
$5K ﹤0.01%
106,000
6546
$5K ﹤0.01%
500
6547
$5K ﹤0.01%
50,000
6548
$5K ﹤0.01%
384
+132
6549
$5K ﹤0.01%
41,523
6550
$5K ﹤0.01%
20,000