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
5276
$30K ﹤0.01%
8,248
+1,605
5277
$30K ﹤0.01%
1,053
+233
5278
$30K ﹤0.01%
+1,900
5279
$30K ﹤0.01%
438
+3
5280
$30K ﹤0.01%
1,875
+1,275
5281
$30K ﹤0.01%
3,180
+714
5282
$30K ﹤0.01%
7,502
+1,606
5283
$30K ﹤0.01%
42,683
+10,329
5284
$30K ﹤0.01%
1,656
5285
$30K ﹤0.01%
2,000
5286
$30K ﹤0.01%
2,016
-399
5287
$29K ﹤0.01%
1,306
+289
5288
$29K ﹤0.01%
2,062
-12,686
5289
$29K ﹤0.01%
2,269
+214
5290
$29K ﹤0.01%
850
-1,900
5291
$29K ﹤0.01%
3,012
+12
5292
$29K ﹤0.01%
618
+125
5293
$29K ﹤0.01%
47,409
-62,711
5294
$29K ﹤0.01%
1,000
+200
5295
$29K ﹤0.01%
1,861
+337
5296
$29K ﹤0.01%
5,151
+724
5297
$29K ﹤0.01%
11
5298
$29K ﹤0.01%
41
+16
5299
$29K ﹤0.01%
1,795
+444
5300
$29K ﹤0.01%
266
+60