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
4476
$212K ﹤0.01%
9,373
+833
4477
$212K ﹤0.01%
+21,331
4478
$211K ﹤0.01%
19,461
4479
$211K ﹤0.01%
15,837
+8,916
4480
$211K ﹤0.01%
5,416
-73,541
4481
$210K ﹤0.01%
25,029
+7,568
4482
$210K ﹤0.01%
25,418
+16,019
4483
$210K ﹤0.01%
20,426
+13,000
4484
$210K ﹤0.01%
19,937
-117
4485
$209K ﹤0.01%
43,016
-58,619
4486
$208K ﹤0.01%
17,867
+1,245
4487
$208K ﹤0.01%
6,600
+1,437
4488
$208K ﹤0.01%
14,022
+1
4489
$206K ﹤0.01%
6,198
+223
4490
$206K ﹤0.01%
38,237
-7,119
4491
$206K ﹤0.01%
10,900
+598
4492
$206K ﹤0.01%
+15,770
4493
$206K ﹤0.01%
8,133
-500
4494
$205K ﹤0.01%
8,373
+1,852
4495
$205K ﹤0.01%
8,563
-3,149
4496
$203K ﹤0.01%
1,580
+500
4497
$203K ﹤0.01%
4,630
-7,892
4498
$203K ﹤0.01%
11,479
-1
4499
$203K ﹤0.01%
16,821
-259
4500
$203K ﹤0.01%
47,293
+1,469