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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
4851
$87K ﹤0.01%
7,103
+2,319
4852
$86K ﹤0.01%
6,585
-211
4853
$86K ﹤0.01%
2,487
+225
4854
$86K ﹤0.01%
14,754
+13,154
4855
$85K ﹤0.01%
17,800
-14,722
4856
$85K ﹤0.01%
3,350
4857
$85K ﹤0.01%
30,856
+1,723
4858
$85K ﹤0.01%
13,315
-1,151
4859
$85K ﹤0.01%
1,563
4860
$84K ﹤0.01%
11,410
-242
4861
$84K ﹤0.01%
5,922
+809
4862
$84K ﹤0.01%
5,797
-386
4863
$84K ﹤0.01%
4,772
+1,685
4864
$84K ﹤0.01%
2,464
4865
$84K ﹤0.01%
9,438
-1,355
4866
$84K ﹤0.01%
+778
4867
$84K ﹤0.01%
1,124
+524
4868
$84K ﹤0.01%
6,518
+2,204
4869
$84K ﹤0.01%
4,976
-5,224
4870
$84K ﹤0.01%
3,578
-8,886
4871
$84K ﹤0.01%
5,495
-3,164
4872
$83K ﹤0.01%
7,907
-562
4873
$83K ﹤0.01%
42,772
-1,488
4874
$83K ﹤0.01%
5,326
-14,215
4875
$82K ﹤0.01%
17,346
-1,341