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
3476
$1.48M ﹤0.01%
165,625
+10,350
3477
$1.48M ﹤0.01%
388,952
-24,528
3478
$1.48M ﹤0.01%
38,388
-28,612
3479
$1.48M ﹤0.01%
29,955
+546
3480
$1.47M ﹤0.01%
91,117
-1,999
3481
$1.47M ﹤0.01%
36,370
-48,939
3482
$1.47M ﹤0.01%
+29,245
3483
$1.47M ﹤0.01%
43,460
+22,128
3484
$1.47M ﹤0.01%
122,295
+10,865
3485
$1.47M ﹤0.01%
75,953
-14,580
3486
$1.46M ﹤0.01%
53,357
-7,306
3487
$1.46M ﹤0.01%
28,226
-2,240
3488
$1.46M ﹤0.01%
43,042
-105
3489
$1.46M ﹤0.01%
87,968
+20,027
3490
$1.46M ﹤0.01%
89,648
+7,368
3491
$1.46M ﹤0.01%
109,865
+12,837
3492
$1.45M ﹤0.01%
34,404
-35,694
3493
$1.45M ﹤0.01%
97,241
-44,945
3494
$1.45M ﹤0.01%
55,418
-28
3495
$1.45M ﹤0.01%
265,727
+43,538
3496
$1.44M ﹤0.01%
156,596
+15,850
3497
$1.44M ﹤0.01%
86,462
+33,004
3498
$1.44M ﹤0.01%
83,769
+56,323
3499
$1.44M ﹤0.01%
81,139
+22,745
3500
$1.44M ﹤0.01%
167,784
-62