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
2051
$7.19M ﹤0.01%
511,850
+190,250
2052
$7.19M ﹤0.01%
390,407
+308,740
2053
$7.15M ﹤0.01%
104,615
+98,663
2054
$7.15M ﹤0.01%
182,156
+169,541
2055
$7.14M ﹤0.01%
58,243
-40,400
2056
$7.14M ﹤0.01%
151,522
+133,601
2057
$7.12M ﹤0.01%
1,517,197
-426,842
2058
$7.11M ﹤0.01%
185,627
-50,053
2059
$7.1M ﹤0.01%
+165,511
2060
$7.1M ﹤0.01%
2,232
+306
2061
$7.1M ﹤0.01%
479,618
+265,498
2062
$7.08M ﹤0.01%
377,795
+13,351
2063
$7.08M ﹤0.01%
77,660
+36,484
2064
$7.06M ﹤0.01%
312,466
+3,499
2065
$7.05M ﹤0.01%
351,917
+319,576
2066
$7.04M ﹤0.01%
185,801
+91,182
2067
$7.04M ﹤0.01%
283,493
+33,738
2068
$7.03M ﹤0.01%
445,531
+428,621
2069
$7.03M ﹤0.01%
238,338
+168,914
2070
$7.02M ﹤0.01%
143,012
+133,078
2071
$7.02M ﹤0.01%
443,547
-218,257
2072
$7M ﹤0.01%
200,072
-5,522
2073
$7M ﹤0.01%
138,574
+23,239
2074
$6.99M ﹤0.01%
640,124
+26,637
2075
$6.98M ﹤0.01%
57,034
-1,727