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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
4876
$82K ﹤0.01%
3,497
+165
4877
$82K ﹤0.01%
670
+113
4878
$82K ﹤0.01%
2,400
4879
$82K ﹤0.01%
6,721
-29,465
4880
$82K ﹤0.01%
21,830
-47,610
4881
$82K ﹤0.01%
15,457
+7,151
4882
$82K ﹤0.01%
2,672
-249
4883
$81K ﹤0.01%
4,750
+446
4884
$81K ﹤0.01%
6,109
+117
4885
$80K ﹤0.01%
12,132
-420
4886
$80K ﹤0.01%
19,221
+1,500
4887
$80K ﹤0.01%
1,057
+411
4888
$80K ﹤0.01%
6,003
-1,048
4889
$80K ﹤0.01%
28,380
+13,070
4890
$80K ﹤0.01%
3,775
+406
4891
$79K ﹤0.01%
2,161
+428
4892
$79K ﹤0.01%
31,086
-25,010
4893
$79K ﹤0.01%
10,603
+920
4894
$79K ﹤0.01%
5,650
+3,308
4895
$79K ﹤0.01%
9,223
-480
4896
$79K ﹤0.01%
31,648
-4,537
4897
$79K ﹤0.01%
2,623
+1,451
4898
$78K ﹤0.01%
3,272
+346
4899
$78K ﹤0.01%
3,773
-603
4900
$78K ﹤0.01%
70,000
-233