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
4926
$73K ﹤0.01%
4,341
+808
4927
$73K ﹤0.01%
5,232
+1,462
4928
$73K ﹤0.01%
7,233
+2,716
4929
$73K ﹤0.01%
2,565
4930
$73K ﹤0.01%
11,925
+2,679
4931
$73K ﹤0.01%
3,931
4932
$73K ﹤0.01%
53,073
-2,654
4933
$72K ﹤0.01%
4,750
4934
$72K ﹤0.01%
7,782
-227
4935
$72K ﹤0.01%
5,187
+147
4936
$72K ﹤0.01%
1,687
+153
4937
$72K ﹤0.01%
2,930
+1,930
4938
$71K ﹤0.01%
11,530
-28,033
4939
$71K ﹤0.01%
5,837
+2,907
4940
$71K ﹤0.01%
8,194
-1,845
4941
$70K ﹤0.01%
2,021
+362
4942
$70K ﹤0.01%
12,684
+8,143
4943
$70K ﹤0.01%
2,815
-22
4944
$69K ﹤0.01%
1,453
+296
4945
$69K ﹤0.01%
5,036
+1,104
4946
$69K ﹤0.01%
1,812
+1,685
4947
$69K ﹤0.01%
1,867
-20,201
4948
$69K ﹤0.01%
22,817
+2,785
4949
$69K ﹤0.01%
2,723
+1,623
4950
$69K ﹤0.01%
3,129
-3,471