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
$449B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,637
New
Increased
Reduced
Closed

Top Buys

1 +$3.83B
2 +$1.26B
3 +$1.12B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.03B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$710M
3 +$700M
4
WFC icon
Wells Fargo
WFC
+$697M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$651M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.25%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$2.65M ﹤0.01%
268,853
+23,291
3052
$2.64M ﹤0.01%
265,026
-58,437
3053
$2.63M ﹤0.01%
133,819
-10,301
3054
$2.63M ﹤0.01%
+97,218
3055
$2.63M ﹤0.01%
120,117
+39,079
3056
$2.62M ﹤0.01%
50,606
+13,075
3057
$2.62M ﹤0.01%
21,997
+21,663
3058
$2.61M ﹤0.01%
85,897
+13,925
3059
$2.61M ﹤0.01%
82,215
+43,941
3060
$2.61M ﹤0.01%
166,843
+60,516
3061
$2.61M ﹤0.01%
174,506
+84,936
3062
$2.6M ﹤0.01%
340,212
+77,107
3063
$2.6M ﹤0.01%
42,581
-33,913
3064
$2.6M ﹤0.01%
266,241
+79,840
3065
$2.6M ﹤0.01%
59,201
+1,134
3066
$2.59M ﹤0.01%
54,517
+39,277
3067
$2.59M ﹤0.01%
359,819
+124,896
3068
$2.59M ﹤0.01%
50,461
+27,703
3069
$2.58M ﹤0.01%
270,663
+38,969
3070
$2.58M ﹤0.01%
307,882
3071
$2.58M ﹤0.01%
134,269
+4,359
3072
$2.58M ﹤0.01%
95,085
+73,970
3073
$2.58M ﹤0.01%
324,685
+2,856
3074
$2.58M ﹤0.01%
48,777
-35,111
3075
$2.58M ﹤0.01%
244,197
+135,414