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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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 8.26%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4701
$125K ﹤0.01%
10,479
+466
4702
$124K ﹤0.01%
3,933
+3,183
4703
$124K ﹤0.01%
3,823
+1,691
4704
$123K ﹤0.01%
5,141
+888
4705
$123K ﹤0.01%
4,646
-4,912
4706
$123K ﹤0.01%
2,145
+363
4707
$123K ﹤0.01%
17,007
+16,224
4708
$123K ﹤0.01%
+4,433
4709
$122K ﹤0.01%
25,477
+717
4710
$122K ﹤0.01%
3,146
+1,132
4711
$121K ﹤0.01%
20,356
+456
4712
$121K ﹤0.01%
4,760
-4,268
4713
$120K ﹤0.01%
14,267
+3,205
4714
$120K ﹤0.01%
5,140
+67
4715
$120K ﹤0.01%
8,027
-212
4716
$120K ﹤0.01%
3,132
+887
4717
$120K ﹤0.01%
9,799
+1,008
4718
$120K ﹤0.01%
5,564
+332
4719
$119K ﹤0.01%
9,182
+2,320
4720
$119K ﹤0.01%
29,767
+15,100
4721
$119K ﹤0.01%
26,646
+12,407
4722
$118K ﹤0.01%
5,468
+185
4723
$118K ﹤0.01%
8,978
-59,446
4724
$118K ﹤0.01%
11,650
+5,850
4725
$118K ﹤0.01%
7,380
+5,030