Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,595
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.68B
3 +$1.54B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.34B

Top Sells

1 +$1.18B
2 +$1B
3 +$909M
4
TSM icon
TSMC
TSM
+$459M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.76%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$24.5M 0.01%
1,228,420
+243,934
1202
$24.4M 0.01%
653,630
-76,622
1203
$24.4M 0.01%
383,644
+365,080
1204
$24.3M 0.01%
580,762
+193,592
1205
$24.3M 0.01%
375,995
+249,743
1206
$24.3M 0.01%
522,080
+184,306
1207
$24.3M 0.01%
975,262
+369,253
1208
$24.2M 0.01%
743,343
+715,629
1209
$24.2M 0.01%
1,005,987
+612,678
1210
$24.1M 0.01%
495,318
+16,300
1211
$24M 0.01%
890,286
-1,141,247
1212
$24M 0.01%
465,575
+174,240
1213
$24M 0.01%
274,579
+206,685
1214
$24M 0.01%
492,025
+344,850
1215
$23.9M 0.01%
1,249,159
+59,475
1216
$23.8M 0.01%
303,585
+217,981
1217
$23.8M 0.01%
1,395,652
-239,880
1218
$23.8M 0.01%
696,558
-147,090
1219
$23.8M 0.01%
487,069
-401,842
1220
$23.8M 0.01%
290,291
+12,988
1221
$23.8M 0.01%
664,643
+246,976
1222
$23.7M 0.01%
919,927
-126,319
1223
$23.7M 0.01%
579,002
+102,504
1224
$23.6M 0.01%
5,747,440
+5,472,720
1225
$23.6M 0.01%
129,876
+104,306