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
4826
$93K ﹤0.01%
13,927
-111,078
4827
$93K ﹤0.01%
4,450
-12,270
4828
$93K ﹤0.01%
9,865
-2,760
4829
$92K ﹤0.01%
8,008
-3
4830
$92K ﹤0.01%
2,618
+132
4831
$92K ﹤0.01%
3,644
+41
4832
$91K ﹤0.01%
21,081
+2,761
4833
$91K ﹤0.01%
+6,390
4834
$91K ﹤0.01%
2,253
-160
4835
$91K ﹤0.01%
1,065
+239
4836
$91K ﹤0.01%
6,800
+1,400
4837
$90K ﹤0.01%
+3,591
4838
$90K ﹤0.01%
28,552
+8,181
4839
$90K ﹤0.01%
7,111
-283
4840
$89K ﹤0.01%
2,984
-21,482
4841
$89K ﹤0.01%
+4,410
4842
$89K ﹤0.01%
3,130
+121
4843
$89K ﹤0.01%
+6,033
4844
$88K ﹤0.01%
662
+49
4845
$88K ﹤0.01%
3,414
-10,721
4846
$87K ﹤0.01%
8,047
-703
4847
$87K ﹤0.01%
2,280
+151
4848
$87K ﹤0.01%
2,157
+1,248
4849
$87K ﹤0.01%
704
+132
4850
$87K ﹤0.01%
37,936
-762