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
1701
$11.8M ﹤0.01%
286,936
+23,607
1702
$11.8M ﹤0.01%
308,303
+208,525
1703
$11.8M ﹤0.01%
195,048
+178,033
1704
$11.8M ﹤0.01%
46,668
+2,948
1705
$11.7M ﹤0.01%
189,290
+137,603
1706
$11.7M ﹤0.01%
380,020
+366,116
1707
$11.7M ﹤0.01%
322,858
+303,667
1708
$11.6M ﹤0.01%
1,175,892
+813,280
1709
$11.6M ﹤0.01%
364,589
+127,126
1710
$11.6M ﹤0.01%
261,404
+194,780
1711
$11.6M ﹤0.01%
181,839
+144,900
1712
$11.5M ﹤0.01%
287,036
+49,756
1713
$11.5M ﹤0.01%
767,692
+179,920
1714
$11.5M ﹤0.01%
539,649
-216,125
1715
$11.5M ﹤0.01%
613,057
+165,203
1716
$11.5M ﹤0.01%
325,922
+217,320
1717
$11.5M ﹤0.01%
202,636
+52,092
1718
$11.5M ﹤0.01%
+666,655
1719
$11.4M ﹤0.01%
153,033
+670
1720
$11.4M ﹤0.01%
1,330,091
+467,221
1721
$11.4M ﹤0.01%
264,361
+50,396
1722
$11.4M ﹤0.01%
694,706
+259,540
1723
$11.4M ﹤0.01%
788,766
-1,066,432
1724
$11.4M ﹤0.01%
449,124
+26,741
1725
$11.4M ﹤0.01%
223,420
+185,150