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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
6551
$5K ﹤0.01%
47,500
6552
$5K ﹤0.01%
3,000
6553
$5K ﹤0.01%
500
6554
$5K ﹤0.01%
500
6555
$5K ﹤0.01%
50,000
6556
$5K ﹤0.01%
55,721
6557
$5K ﹤0.01%
33,333
6558
$5K ﹤0.01%
50,000
6559
$5K ﹤0.01%
500
6560
$5K ﹤0.01%
12,290
-550,878
6561
$5K ﹤0.01%
14,519
-6,120
6562
$5K ﹤0.01%
37,500
6563
$5K ﹤0.01%
+25
6564
$5K ﹤0.01%
1,000
-39
6565
$5K ﹤0.01%
+151
6566
$5K ﹤0.01%
60
6567
$5K ﹤0.01%
1,183
+430
6568
$5K ﹤0.01%
62
-16
6569
$5K ﹤0.01%
1,000
-47
6570
$5K ﹤0.01%
87
-356
6571
$5K ﹤0.01%
+7
6572
$5K ﹤0.01%
38
-27
6573
$5K ﹤0.01%
2,946
-2,035
6574
$5K ﹤0.01%
50,000
6575
$4K ﹤0.01%
319
-1,405