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
1951
$13M ﹤0.01%
119,262
+65,121
1952
$13M ﹤0.01%
353,344
-152,682
1953
$13M ﹤0.01%
172,383
+8,091
1954
$13M ﹤0.01%
951,238
+115,407
1955
$13M ﹤0.01%
488,241
-53,542
1956
$13M ﹤0.01%
224,995
-24,196
1957
$13M ﹤0.01%
133,129
-414,885
1958
$12.9M ﹤0.01%
110,507
-47,720
1959
$12.9M ﹤0.01%
1,808,656
-466,830
1960
$12.9M ﹤0.01%
1,257,478
-121,209
1961
$12.9M ﹤0.01%
339,532
+29,319
1962
$12.9M ﹤0.01%
360,449
-7,821
1963
$12.8M ﹤0.01%
166,222
-37,994
1964
$12.8M ﹤0.01%
152,446
-9,203
1965
$12.8M ﹤0.01%
241,036
+106,416
1966
$12.8M ﹤0.01%
72,629
+1,387
1967
$12.8M ﹤0.01%
2,979,854
+299,404
1968
$12.8M ﹤0.01%
203,481
-32,985
1969
$12.7M ﹤0.01%
344,248
+4,965
1970
$12.7M ﹤0.01%
282,137
+41,054
1971
$12.7M ﹤0.01%
1,046,680
+436,793
1972
$12.7M ﹤0.01%
218,761
+23,638
1973
$12.7M ﹤0.01%
249,543
+168
1974
$12.7M ﹤0.01%
850,992
+89,238
1975
$12.6M ﹤0.01%
199,684
+196,533