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
5226
$35K ﹤0.01%
12,578
5227
$35K ﹤0.01%
4,338
-9,741
5228
$35K ﹤0.01%
2,495
-246
5229
$35K ﹤0.01%
2,783
+513
5230
$35K ﹤0.01%
1,340
+214
5231
$35K ﹤0.01%
13,063
-10,500
5232
$35K ﹤0.01%
8,811
+1,584
5233
$35K ﹤0.01%
2,045
-201
5234
$34K ﹤0.01%
2,096
+469
5235
$34K ﹤0.01%
5,933
-4,699
5236
$34K ﹤0.01%
1,857
5237
$33K ﹤0.01%
917
+150
5238
$33K ﹤0.01%
12,186
+3,586
5239
$33K ﹤0.01%
2,431
+460
5240
$33K ﹤0.01%
9,054
+3,754
5241
$33K ﹤0.01%
297
-52,852
5242
$33K ﹤0.01%
3,557
+1,281
5243
$33K ﹤0.01%
7,108
+2,929
5244
$33K ﹤0.01%
18,278
+5,481
5245
$33K ﹤0.01%
2,150
-651
5246
$33K ﹤0.01%
2,028
-74
5247
$33K ﹤0.01%
1,764
+392
5248
$33K ﹤0.01%
4,086
+3,091
5249
$33K ﹤0.01%
2,379
-8,105
5250
$33K ﹤0.01%
1,947
-1,876