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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
7226
0
7227
$0 ﹤0.01%
1,000
7228
-250,000
7229
$0 ﹤0.01%
56
7230
0
7231
$0 ﹤0.01%
52
-68,502
7232
-349,900
7233
-20,000
7234
-125,000
7235
-681
7236
$0 ﹤0.01%
19
-65
7237
$0 ﹤0.01%
200
7238
-200,000
7239
-250,000
7240
-101,000
7241
-125,000
7242
$0 ﹤0.01%
20
7243
$0 ﹤0.01%
1
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-100,000
7245
$0 ﹤0.01%
459
7246
-200,000
7247
-75,000
7248
-100,000
7249
-15
7250
-100,000