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
5426
$21K ﹤0.01%
1,207
+46
5427
$21K ﹤0.01%
10,083
-121
5428
$21K ﹤0.01%
3,500
+2,400
5429
$21K ﹤0.01%
11,665
+9,986
5430
$21K ﹤0.01%
2,158
+461
5431
$20K ﹤0.01%
763
+126
5432
$20K ﹤0.01%
600
5433
$20K ﹤0.01%
1,000
5434
$20K ﹤0.01%
430
+367
5435
$20K ﹤0.01%
1,130
5436
$20K ﹤0.01%
3,785
+875
5437
$20K ﹤0.01%
7,054
+2,067
5438
$20K ﹤0.01%
814
-115
5439
$20K ﹤0.01%
+1,255
5440
$20K ﹤0.01%
1,241
+803
5441
$20K ﹤0.01%
429
+7
5442
$20K ﹤0.01%
9,100
5443
$20K ﹤0.01%
1,000
5444
$20K ﹤0.01%
2,063
-407
5445
$20K ﹤0.01%
2,806
+857
5446
$20K ﹤0.01%
1,069
-1,324
5447
$20K ﹤0.01%
1,310
+285
5448
$20K ﹤0.01%
4,250
+934
5449
$19K ﹤0.01%
6,831
+1,489
5450
$19K ﹤0.01%
25