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
1626
$26.2M ﹤0.01%
343,618
+115,158
1627
$26.2M ﹤0.01%
304,967
-51,624
1628
$26.1M ﹤0.01%
577,748
+42,123
1629
$26.1M ﹤0.01%
1,641,365
+89,361
1630
$26.1M ﹤0.01%
163,788
+12,534
1631
$26M ﹤0.01%
989,500
+666,366
1632
$26M ﹤0.01%
266,412
+18,001
1633
$25.9M ﹤0.01%
648,455
-86,961
1634
$25.9M ﹤0.01%
382,110
-154,413
1635
$25.9M ﹤0.01%
331,869
+7,331
1636
$25.9M ﹤0.01%
878,622
+312,514
1637
$25.8M ﹤0.01%
202,918
+34,723
1638
$25.8M ﹤0.01%
2,201,254
-149
1639
$25.7M ﹤0.01%
1,567,864
+35,848
1640
$25.6M ﹤0.01%
1,189,843
+133,045
1641
$25.5M ﹤0.01%
516,087
+50,606
1642
$25.5M ﹤0.01%
1,465,372
+122,384
1643
$25.5M ﹤0.01%
1,658,162
+757,887
1644
$25.5M ﹤0.01%
852,505
+140,585
1645
$25.5M ﹤0.01%
522,835
+176,842
1646
$25.4M ﹤0.01%
171,874
+18,090
1647
$25.4M ﹤0.01%
294,686
-5,380
1648
$25.4M ﹤0.01%
209,216
+9,628
1649
$25.4M ﹤0.01%
1,177,010
+811,817
1650
$25.4M ﹤0.01%
2,201,759
+51,433