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
4551
$182K ﹤0.01%
25,124
+990
4552
$181K ﹤0.01%
682
4553
$180K ﹤0.01%
6,965
-2,487
4554
$179K ﹤0.01%
34,464
-64,062
4555
$179K ﹤0.01%
2,506
-454
4556
$179K ﹤0.01%
6,740
+5,403
4557
$178K ﹤0.01%
6,414
+6,214
4558
$178K ﹤0.01%
7,573
-104,087
4559
$177K ﹤0.01%
22,821
+14,416
4560
$176K ﹤0.01%
40,154
-5,123
4561
$175K ﹤0.01%
17,566
+619
4562
$174K ﹤0.01%
26,590
-216,919
4563
$174K ﹤0.01%
19,162
-13,307
4564
$174K ﹤0.01%
12,017
+1,315
4565
$173K ﹤0.01%
5,070
+92
4566
$173K ﹤0.01%
18,360
+10,344
4567
$173K ﹤0.01%
2,755
4568
$171K ﹤0.01%
5,436
+1,333
4569
$170K ﹤0.01%
9,328
+7,097
4570
$170K ﹤0.01%
4,629
-179
4571
$169K ﹤0.01%
25,012
-56,668
4572
$169K ﹤0.01%
32,625
+10,861
4573
$168K ﹤0.01%
15,761
+13,307
4574
$168K ﹤0.01%
6,889
-7,283
4575
$167K ﹤0.01%
18,684
+10,225