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
2076
$11.2M ﹤0.01%
59,229
+15,993
2077
$11.2M ﹤0.01%
211,978
+2,161
2078
$11.2M ﹤0.01%
207,525
+63,423
2079
$11.2M ﹤0.01%
67,945
+5,247
2080
$11.2M ﹤0.01%
956,729
+112,723
2081
$11.2M ﹤0.01%
429,982
-370,770
2082
$11.2M ﹤0.01%
97,061
+4,359
2083
$11.1M ﹤0.01%
655,615
+54,947
2084
$11.1M ﹤0.01%
436,556
-118,436
2085
$11.1M ﹤0.01%
1,090,000
2086
$11.1M ﹤0.01%
805,375
+589,216
2087
$11.1M ﹤0.01%
165,991
-7,288
2088
$11.1M ﹤0.01%
371,181
-190,928
2089
$11.1M ﹤0.01%
152,440
-28,121
2090
$11M ﹤0.01%
499,776
+86,383
2091
$10.9M ﹤0.01%
545,529
+16,764
2092
$10.9M ﹤0.01%
426,490
+2,508
2093
$10.9M ﹤0.01%
429,827
-35,320
2094
$10.9M ﹤0.01%
488,706
+153,418
2095
$10.9M ﹤0.01%
317,229
+49,313
2096
$10.9M ﹤0.01%
337,721
+36,334
2097
$10.8M ﹤0.01%
266,502
-17,389
2098
$10.8M ﹤0.01%
962,372
-61,874
2099
$10.8M ﹤0.01%
225,222
-43,282
2100
$10.8M ﹤0.01%
237,142
+137,325