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
4651
$141K ﹤0.01%
3,561
-2,347
4652
$141K ﹤0.01%
3,756
+230
4653
$141K ﹤0.01%
867
+353
4654
$141K ﹤0.01%
9,638
+4,867
4655
$141K ﹤0.01%
+3,844
4656
$140K ﹤0.01%
4,637
-8,846
4657
$140K ﹤0.01%
12
+1
4658
$140K ﹤0.01%
280,029
+276,529
4659
$139K ﹤0.01%
+10,400
4660
$139K ﹤0.01%
29,558
-2
4661
$139K ﹤0.01%
2,228
+1,678
4662
$139K ﹤0.01%
5,714
-780
4663
$138K ﹤0.01%
18,318
+4,118
4664
$138K ﹤0.01%
7,050
+334
4665
$137K ﹤0.01%
5,239
+1,178
4666
$137K ﹤0.01%
2,489
+1,371
4667
$137K ﹤0.01%
10,250
-6,045
4668
$136K ﹤0.01%
3,524
-2
4669
$136K ﹤0.01%
1,913
+336
4670
$136K ﹤0.01%
11,595
-310
4671
$136K ﹤0.01%
396
4672
$135K ﹤0.01%
8,000
4673
$135K ﹤0.01%
5,144
-12,821
4674
$134K ﹤0.01%
10,612
+3,659
4675
$134K ﹤0.01%
456
-417