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
4801
$100K ﹤0.01%
5,611
+3,032
4802
$99K ﹤0.01%
12,504
+272
4803
$99K ﹤0.01%
9,946
-18,382
4804
$99K ﹤0.01%
3,663
-2,430
4805
$99K ﹤0.01%
11,933
+2,001
4806
$99K ﹤0.01%
12,103
-13,127
4807
$99K ﹤0.01%
7,714
-26,071
4808
$99K ﹤0.01%
12,654
+2,198
4809
$99K ﹤0.01%
4,000
4810
$98K ﹤0.01%
3,592
+715
4811
$98K ﹤0.01%
8,231
+1,457
4812
$98K ﹤0.01%
43,238
+24,399
4813
$97K ﹤0.01%
16,333
+933
4814
$97K ﹤0.01%
4,392
-100
4815
$97K ﹤0.01%
12,704
-2,560
4816
$97K ﹤0.01%
3,954
-1,492
4817
$97K ﹤0.01%
2,081
-682
4818
$97K ﹤0.01%
8,568
+5,722
4819
$96K ﹤0.01%
5,075
+1,139
4820
$96K ﹤0.01%
3,833
+602
4821
$96K ﹤0.01%
8,814
+422
4822
$96K ﹤0.01%
7,486
-1,475
4823
$96K ﹤0.01%
7,038
-420
4824
$95K ﹤0.01%
536
-27
4825
$94K ﹤0.01%
839