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
1751
$21.7M ﹤0.01%
608,364
+267,195
1752
$21.7M ﹤0.01%
945,413
+46,392
1753
$21.7M ﹤0.01%
3,019,002
-3,598,299
1754
$21.7M ﹤0.01%
631,973
+142,047
1755
$21.7M ﹤0.01%
210,978
-9,739
1756
$21.7M ﹤0.01%
2,696,212
+142,582
1757
$21.6M ﹤0.01%
446,364
+66,344
1758
$21.6M ﹤0.01%
298,608
+135,902
1759
$21.6M ﹤0.01%
739,850
+31,690
1760
$21.5M ﹤0.01%
385,846
-321,439
1761
$21.5M ﹤0.01%
543,424
-38,710
1762
$21.5M ﹤0.01%
874,348
+311,179
1763
$21.4M ﹤0.01%
753,677
+378,638
1764
$21.4M ﹤0.01%
480,604
+91,007
1765
$21.4M ﹤0.01%
308,499
-18,497
1766
$21.4M ﹤0.01%
1,296,837
+440,000
1767
$21.4M ﹤0.01%
722,481
+147,211
1768
$21.3M ﹤0.01%
333,593
+128,728
1769
$21.3M ﹤0.01%
196,786
+59,852
1770
$21.3M ﹤0.01%
750,788
+3,601
1771
$21.3M ﹤0.01%
1,507,666
+940,658
1772
$21.3M ﹤0.01%
427,960
+46,247
1773
$21.3M ﹤0.01%
780,254
+251,090
1774
$21.3M ﹤0.01%
353,779
+175,581
1775
$21.3M ﹤0.01%
495,050
-29,820