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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
7076
-2
7077
-720
7078
$0 ﹤0.01%
1,666
7079
$0 ﹤0.01%
1
-52,608
7080
-101,376
7081
$0 ﹤0.01%
65
+6
7082
-16
7083
$0 ﹤0.01%
19
7084
-40,100
7085
-3,170
7086
0
7087
-500
7088
-4
7089
-100,000
7090
$0 ﹤0.01%
500
7091
$0 ﹤0.01%
+4
7092
-100,000
7093
$0 ﹤0.01%
1
-85,483
7094
-100,000
7095
$0 ﹤0.01%
100
7096
-44
7097
-50,000
7098
-141,198
7099
$0 ﹤0.01%
215
7100
0