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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
6601
$4K ﹤0.01%
1,192
+440
6602
$4K ﹤0.01%
50,000
6603
$4K ﹤0.01%
318
-729
6604
$4K ﹤0.01%
33,033
-200
6605
$4K ﹤0.01%
41,666
6606
$4K ﹤0.01%
50,000
6607
$4K ﹤0.01%
179
-193
6608
$4K ﹤0.01%
213
-589
6609
$4K ﹤0.01%
51,692
6610
$4K ﹤0.01%
523
-14,385
6611
$4K ﹤0.01%
150
6612
$4K ﹤0.01%
62,500
-12,500
6613
$4K ﹤0.01%
+15,000
6614
$4K ﹤0.01%
236
-48
6615
$4K ﹤0.01%
424
6616
$4K ﹤0.01%
3,030
6617
$4K ﹤0.01%
400
-824
6618
$4K ﹤0.01%
75,000
6619
$4K ﹤0.01%
18,425
6620
$4K ﹤0.01%
1,621
6621
$4K ﹤0.01%
50,000
6622
$4K ﹤0.01%
383
-200
6623
$4K ﹤0.01%
385
6624
$4K ﹤0.01%
38,000
6625
$4K ﹤0.01%
19,946