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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
7251
-610
7252
-150,000
7253
-75,000
7254
0
7255
$0 ﹤0.01%
34
-764
7256
-100,000
7257
$0 ﹤0.01%
1
7258
$0 ﹤0.01%
+51
7259
$0 ﹤0.01%
100
+80
7260
$0 ﹤0.01%
11
-2,453
7261
$0 ﹤0.01%
2,180
-65,419
7262
-12
7263
-100
7264
-17,895
7265
$0 ﹤0.01%
132
7266
-25,000
7267
$0 ﹤0.01%
50
7268
-95,500
7269
$0 ﹤0.01%
10
-125
7270
-250,000
7271
$0 ﹤0.01%
44
+20
7272
-86
7273
-43,525
7274
-1
7275
0