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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
6651
$3K ﹤0.01%
669
-24,102
6652
$3K ﹤0.01%
375
-4,639
6653
$3K ﹤0.01%
1,000
-2,114
6654
$3K ﹤0.01%
4
-29
6655
$3K ﹤0.01%
60
-6,488
6656
$3K ﹤0.01%
+120
6657
$3K ﹤0.01%
500
6658
$3K ﹤0.01%
2,700
-40
6659
$3K ﹤0.01%
+200
6660
$3K ﹤0.01%
344
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6661
$3K ﹤0.01%
2,919
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6662
$3K ﹤0.01%
2,169
-1
6663
$3K ﹤0.01%
22,898
6664
$3K ﹤0.01%
1,119
+16
6665
$3K ﹤0.01%
25,523
6666
$3K ﹤0.01%
740
+700
6667
$3K ﹤0.01%
37,500
6668
$3K ﹤0.01%
2,000
6669
$3K ﹤0.01%
1,881
-2,144
6670
$3K ﹤0.01%
1,278
-24
6671
$3K ﹤0.01%
4,385
-12,506
6672
$3K ﹤0.01%
25,000
6673
$3K ﹤0.01%
12,500
6674
$3K ﹤0.01%
300
6675
$3K ﹤0.01%
300