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
4876
$82K ﹤0.01%
670
+113
4877
$82K ﹤0.01%
2,400
4878
$82K ﹤0.01%
6,721
-29,465
4879
$82K ﹤0.01%
21,830
-47,610
4880
$82K ﹤0.01%
15,457
+7,151
4881
$82K ﹤0.01%
17,346
-1,341
4882
$82K ﹤0.01%
3,497
+165
4883
$81K ﹤0.01%
4,750
+446
4884
$81K ﹤0.01%
6,109
+117
4885
$80K ﹤0.01%
3,775
+406
4886
$80K ﹤0.01%
12,132
-420
4887
$80K ﹤0.01%
19,221
+1,500
4888
$80K ﹤0.01%
1,057
+411
4889
$80K ﹤0.01%
6,003
-1,048
4890
$80K ﹤0.01%
28,380
+13,070
4891
$79K ﹤0.01%
5,650
+3,308
4892
$79K ﹤0.01%
2,161
+428
4893
$79K ﹤0.01%
9,223
-480
4894
$79K ﹤0.01%
10,603
+920
4895
$79K ﹤0.01%
31,648
-4,537
4896
$79K ﹤0.01%
2,623
+1,451
4897
$79K ﹤0.01%
31,086
-25,010
4898
$78K ﹤0.01%
3,272
+346
4899
$78K ﹤0.01%
3,773
-603
4900
$78K ﹤0.01%
70,000
-233