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
1951
$8.32M ﹤0.01%
342,547
+311,636
1952
$8.31M ﹤0.01%
251,435
+212,320
1953
$8.3M ﹤0.01%
1,353,832
+174,368
1954
$8.3M ﹤0.01%
217,620
+4,049
1955
$8.29M ﹤0.01%
182,874
+114,550
1956
$8.28M ﹤0.01%
1,279,231
+1,199,255
1957
$8.26M ﹤0.01%
951,070
+486,304
1958
$8.25M ﹤0.01%
355,232
-402,452
1959
$8.25M ﹤0.01%
302,950
+68,460
1960
$8.24M ﹤0.01%
356,796
-10
1961
$8.23M ﹤0.01%
231,645
-13,937
1962
$8.21M ﹤0.01%
650,309
+58,795
1963
$8.17M ﹤0.01%
44,609
+1,965
1964
$8.16M ﹤0.01%
129,608
-83,825
1965
$8.15M ﹤0.01%
4,738,080
+1,757,894
1966
$8.15M ﹤0.01%
907,346
-120,113
1967
$8.12M ﹤0.01%
198,480
-4,332
1968
$8.08M ﹤0.01%
320,556
+38,882
1969
$8.07M ﹤0.01%
118,492
-17,706
1970
$8.06M ﹤0.01%
149,551
+61,091
1971
$8.05M ﹤0.01%
148,614
-11,382
1972
$8.04M ﹤0.01%
462,253
+450,984
1973
$8.02M ﹤0.01%
320,618
-124,521
1974
$8.02M ﹤0.01%
149,375
+95,517
1975
$8.02M ﹤0.01%
302,060
+133,003