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
4901
$78K ﹤0.01%
6,231
-2,711
4902
$78K ﹤0.01%
5,026
-5,609
4903
$78K ﹤0.01%
5,857
+1
4904
$77K ﹤0.01%
4,800
4905
$77K ﹤0.01%
3,500
4906
$77K ﹤0.01%
2,555
+1,216
4907
$76K ﹤0.01%
2,943
+252
4908
$76K ﹤0.01%
3,723
4909
$76K ﹤0.01%
7,760
+1,585
4910
$76K ﹤0.01%
18,508
+360
4911
$76K ﹤0.01%
20,125
+8,618
4912
$75K ﹤0.01%
9,029
+3,792
4913
$75K ﹤0.01%
3,646
4914
$75K ﹤0.01%
10,086
4915
$75K ﹤0.01%
4,968
+410
4916
$75K ﹤0.01%
4,931
+1,780
4917
$75K ﹤0.01%
20,438
-209,149
4918
$75K ﹤0.01%
3,977
+264
4919
$75K ﹤0.01%
10,793
4920
$74K ﹤0.01%
+1,256
4921
$74K ﹤0.01%
15,998
+1,331
4922
$74K ﹤0.01%
2,590
+325
4923
$74K ﹤0.01%
2,481
-27,620
4924
$73K ﹤0.01%
967
-198
4925
$73K ﹤0.01%
561
+219