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
4426
$245K ﹤0.01%
10,210
-343
4427
$245K ﹤0.01%
5,030
4428
$244K ﹤0.01%
17,628
+11
4429
$242K ﹤0.01%
21,423
-6,158
4430
$242K ﹤0.01%
17,385
4431
$240K ﹤0.01%
32,540
+26,469
4432
$240K ﹤0.01%
1,399
+217
4433
$240K ﹤0.01%
2,346
-12,654
4434
$239K ﹤0.01%
28,585
+17,118
4435
$239K ﹤0.01%
36,557
+3,465
4436
$238K ﹤0.01%
8,944
+109
4437
$236K ﹤0.01%
8,554
+552
4438
$235K ﹤0.01%
22,311
-9,448
4439
$234K ﹤0.01%
16,891
-6,100
4440
$234K ﹤0.01%
14,737
+4,197
4441
$233K ﹤0.01%
7,280
+458
4442
$233K ﹤0.01%
25,981
-98,304
4443
$233K ﹤0.01%
4,960
-7,434
4444
$233K ﹤0.01%
179,816
+57,993
4445
$232K ﹤0.01%
16,523
+315
4446
$231K ﹤0.01%
20,308
+2,107
4447
$231K ﹤0.01%
16,400
+1,400
4448
$230K ﹤0.01%
5,027
-505
4449
$229K ﹤0.01%
39,981
+4,561
4450
$229K ﹤0.01%
6,279
-834