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
1701
$17.8M ﹤0.01%
222,191
-69,868
1702
$17.8M ﹤0.01%
192,598
+77,518
1703
$17.8M ﹤0.01%
207,010
+4,866
1704
$17.8M ﹤0.01%
236,086
+48,753
1705
$17.8M ﹤0.01%
493,650
-131,203
1706
$17.8M ﹤0.01%
392,029
+3,677
1707
$17.8M ﹤0.01%
730,341
+175,063
1708
$17.8M ﹤0.01%
423,645
+27,080
1709
$17.7M ﹤0.01%
33,311
+519
1710
$17.7M ﹤0.01%
836,445
+156,947
1711
$17.7M ﹤0.01%
506,300
-27,170
1712
$17.7M ﹤0.01%
298,907
-16,551
1713
$17.7M ﹤0.01%
1,556,085
+50,926
1714
$17.6M ﹤0.01%
694,375
-106,609
1715
$17.6M ﹤0.01%
609,541
+28,784
1716
$17.6M ﹤0.01%
1,018,575
+170,161
1717
$17.6M ﹤0.01%
260,550
-20,755
1718
$17.6M ﹤0.01%
440,290
-5,421
1719
$17.6M ﹤0.01%
590,543
-1,173
1720
$17.5M ﹤0.01%
432,700
-13,251
1721
$17.5M ﹤0.01%
234,348
-81,836
1722
$17.5M ﹤0.01%
159,248
-7,786
1723
$17.4M ﹤0.01%
390,348
+59,404
1724
$17.4M ﹤0.01%
2,713,830
+604,611
1725
$17.3M ﹤0.01%
473,045
-83,664