Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,800
New
Increased
Reduced
Closed

Top Buys

1 +$1.5B
2 +$836M
3 +$606M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$578M
5
VFC icon
VF Corp
VFC
+$500M

Top Sells

1 +$5.57B
2 +$4.65B
3 +$4.57B
4
STI
SunTrust Banks, Inc.
STI
+$1.54B
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$804M

Sector Composition

1 Technology 10.97%
2 Financials 9.13%
3 Healthcare 8%
4 Industrials 6.39%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$20.2M ﹤0.01%
256,629
+12,069
1602
$20.2M ﹤0.01%
1,064,155
-30,146
1603
$20.2M ﹤0.01%
279,080
-5,313
1604
$20.1M ﹤0.01%
685,330
+38,030
1605
$20.1M ﹤0.01%
241,534
-32,529
1606
$20.1M ﹤0.01%
474,066
+9,742
1607
$20.1M ﹤0.01%
273,903
+51,600
1608
$20.1M ﹤0.01%
263,648
+8,380
1609
$20.1M ﹤0.01%
391,063
+250,094
1610
$20M ﹤0.01%
638,880
-37,488
1611
$20M ﹤0.01%
805,780
+163,518
1612
$20M ﹤0.01%
624,544
+535,907
1613
$20M ﹤0.01%
342,030
+1,021
1614
$19.9M ﹤0.01%
119,573
-9,350
1615
$19.9M ﹤0.01%
1,859,140
+65,380
1616
$19.9M ﹤0.01%
2,841,164
+25,481
1617
$19.8M ﹤0.01%
468,529
-546,674
1618
$19.8M ﹤0.01%
395,730
+142,086
1619
$19.8M ﹤0.01%
220,777
-38,187
1620
$19.8M ﹤0.01%
2,847,305
-7,639
1621
$19.7M ﹤0.01%
753,589
-473,041
1622
$19.7M ﹤0.01%
1,345,796
+328,586
1623
$19.7M ﹤0.01%
657,380
+136,256
1624
$19.6M ﹤0.01%
313,781
-57,552
1625
$19.6M ﹤0.01%
880,905
+151,021