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
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.48B
2 +$2.49B
3 +$2.36B
4
AAPL icon
Apple
AAPL
+$2.28B
5
AMZN icon
Amazon
AMZN
+$1.74B

Top Sells

1 +$3.15B
2 +$2.87B
3 +$990M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$897M
5
CVX icon
Chevron
CVX
+$863M

Sector Composition

1 Technology 13.88%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$27.1M ﹤0.01%
237,710
-11,222
1602
$27.1M ﹤0.01%
1,248,345
-78,764
1603
$27M ﹤0.01%
5,115,071
+2,016,180
1604
$27M ﹤0.01%
158,476
+77,482
1605
$26.9M ﹤0.01%
549,586
+135,014
1606
$26.9M ﹤0.01%
560,806
-184,238
1607
$26.9M ﹤0.01%
1,061,780
-100,064
1608
$26.8M ﹤0.01%
514,073
-9,478
1609
$26.8M ﹤0.01%
598,791
+121,282
1610
$26.7M ﹤0.01%
1,786,041
+713,243
1611
$26.6M ﹤0.01%
622,321
-231,659
1612
$26.6M ﹤0.01%
549,894
+40,133
1613
$26.6M ﹤0.01%
527,316
-82,055
1614
$26.6M ﹤0.01%
583,251
-56,636
1615
$26.5M ﹤0.01%
1,830,707
+469,862
1616
$26.5M ﹤0.01%
253,347
-17,390
1617
$26.5M ﹤0.01%
643,046
+84,267
1618
$26.4M ﹤0.01%
3,407,637
+203,685
1619
$26.4M ﹤0.01%
521,830
+25,242
1620
$26.4M ﹤0.01%
866,014
-256,744
1621
$26.4M ﹤0.01%
1,211,845
+414,312
1622
$26.4M ﹤0.01%
117,705
+11,576
1623
$26.4M ﹤0.01%
562,068
+354,121
1624
$26.4M ﹤0.01%
3,480,847
+1,499,024
1625
$26.3M ﹤0.01%
3,044,706
+348,488