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
5051
$54K ﹤0.01%
1,297
+296
5052
$54K ﹤0.01%
1,112
+420
5053
$54K ﹤0.01%
987
-293
5054
$54K ﹤0.01%
20,602
+1,171
5055
$54K ﹤0.01%
6,257
-4,066
5056
$54K ﹤0.01%
3,230
5057
$54K ﹤0.01%
+4,500
5058
$53K ﹤0.01%
1,100
5059
$53K ﹤0.01%
4,637
+900
5060
$53K ﹤0.01%
1,494
+368
5061
$53K ﹤0.01%
12,351
+6,276
5062
$53K ﹤0.01%
5,295
+776
5063
$53K ﹤0.01%
1,915
+1,160
5064
$53K ﹤0.01%
3,169
+496
5065
$53K ﹤0.01%
5,000
5066
$53K ﹤0.01%
1,303
+292
5067
$53K ﹤0.01%
6,637
+1,722
5068
$53K ﹤0.01%
118,756
-6,764
5069
$52K ﹤0.01%
4,914
+256
5070
$52K ﹤0.01%
+4,220
5071
$52K ﹤0.01%
1,760
+198
5072
$52K ﹤0.01%
4,292
-167
5073
$52K ﹤0.01%
5,800
5074
0
5075
$51K ﹤0.01%
3,701
-1