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
4301
$338K ﹤0.01%
21,814
-135,276
4302
$337K ﹤0.01%
23,859
-1,640
4303
$335K ﹤0.01%
19,658
-351,015
4304
$333K ﹤0.01%
10,526
-6,410
4305
$330K ﹤0.01%
21,270
+2,375
4306
$327K ﹤0.01%
4,563
-49,457
4307
$326K ﹤0.01%
166,927
-537
4308
$326K ﹤0.01%
96,155
-4,064
4309
$326K ﹤0.01%
40,679
+19,771
4310
$326K ﹤0.01%
143,544
+23,698
4311
$324K ﹤0.01%
8,090
+4,144
4312
$323K ﹤0.01%
9,129
+8,205
4313
$323K ﹤0.01%
18,482
+6,476
4314
$323K ﹤0.01%
19,842
-500
4315
$321K ﹤0.01%
5,580
-1,067
4316
$321K ﹤0.01%
25,289
+1,907
4317
$320K ﹤0.01%
59,002
-37,260
4318
$318K ﹤0.01%
4,490
4319
$317K ﹤0.01%
32,753
+1,062
4320
$317K ﹤0.01%
18,274
+4,734
4321
$316K ﹤0.01%
14,512
-6,988
4322
$316K ﹤0.01%
9,417
+830
4323
$316K ﹤0.01%
42,213
+21,881
4324
$315K ﹤0.01%
25,570
+5,805
4325
$314K ﹤0.01%
29,769
+316