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
5251
$33K ﹤0.01%
22,955
-19,618
5252
$32K ﹤0.01%
1,550
+347
5253
$32K ﹤0.01%
930
-147
5254
$32K ﹤0.01%
1,152
+257
5255
$32K ﹤0.01%
2,270
+2,253
5256
$32K ﹤0.01%
317
+17
5257
$32K ﹤0.01%
2,133
+1,500
5258
$32K ﹤0.01%
1,882
-2,067
5259
$32K ﹤0.01%
32,054
-1,246
5260
$32K ﹤0.01%
13,336
+575
5261
$31K ﹤0.01%
12,655
+8,113
5262
$31K ﹤0.01%
1,651
+744
5263
$31K ﹤0.01%
261
+139
5264
$31K ﹤0.01%
1,736
+114
5265
$31K ﹤0.01%
1,860
+259
5266
$31K ﹤0.01%
169
+41
5267
$31K ﹤0.01%
2,150
+1,325
5268
$31K ﹤0.01%
2,351
+221
5269
$31K ﹤0.01%
590
+290
5270
$31K ﹤0.01%
1,453
-4,947
5271
$31K ﹤0.01%
2,221
+411
5272
$31K ﹤0.01%
2,455
+550
5273
$31K ﹤0.01%
8,363
5274
$31K ﹤0.01%
2,416
-41,877
5275
$30K ﹤0.01%
1,757
-66