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
5326
$27K ﹤0.01%
250
5327
$27K ﹤0.01%
2,200
+1,199
5328
$27K ﹤0.01%
3,085
+519
5329
$27K ﹤0.01%
9,862
+434
5330
$27K ﹤0.01%
1,674
+92
5331
$27K ﹤0.01%
3,294
+2,894
5332
$27K ﹤0.01%
41
5333
$27K ﹤0.01%
3,200
5334
$26K ﹤0.01%
496
-54
5335
$26K ﹤0.01%
+1,162
5336
$26K ﹤0.01%
+1,000
5337
$26K ﹤0.01%
2,489
-5,090
5338
$26K ﹤0.01%
218
5339
$26K ﹤0.01%
2,231
-1
5340
$26K ﹤0.01%
2,538
-17,926
5341
$26K ﹤0.01%
763
+98
5342
$26K ﹤0.01%
+2,000
5343
$26K ﹤0.01%
36
5344
$26K ﹤0.01%
1,909
+367
5345
$26K ﹤0.01%
1,127
+345
5346
$26K ﹤0.01%
1,882
+420
5347
$26K ﹤0.01%
332
+75
5348
$26K ﹤0.01%
472
+22
5349
$26K ﹤0.01%
818
+372
5350
$26K ﹤0.01%
1,188
+861