Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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 Quarter Est. Return
1 Year Est. Return
+17.6%
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
6,636
New
Increased
Reduced
Closed

Top Buys

1 +$3.89B
2 +$1.25B
3 +$1.13B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.07B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.03B

Top Sells

1 +$1.1B
2 +$718M
3 +$707M
4
WFC icon
Wells Fargo
WFC
+$683M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$655M

Sector Composition

1 Financials 9.3%
2 Technology 9.26%
3 Healthcare 8.44%
4 Industrials 8.23%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$421M 0.08%
3,300,721
+48,639
227
$419M 0.08%
16,731,816
+2,469,859
228
$416M 0.08%
6,510,785
+207,850
229
$416M 0.08%
10,183,427
-421,886
230
$415M 0.08%
24,205,164
+761,072
231
$411M 0.08%
5,071,037
-228,160
232
$410M 0.08%
4,424,265
-103,177
233
$408M 0.08%
2,522,030
+228,687
234
$406M 0.08%
12,377,623
+401,502
235
$399M 0.08%
26,906,186
+4,870,571
236
$399M 0.08%
4,080,568
+105,855
237
$399M 0.08%
7,559,320
+721,666
238
$398M 0.08%
6,414,173
+160,570
239
$397M 0.08%
3,793,820
-478,307
240
$393M 0.08%
2,284,966
-261,393
241
$386M 0.08%
6,189,137
-1,131,756
242
$386M 0.08%
4,913,404
-379,699
243
$383M 0.08%
7,718,974
+284,680
244
$380M 0.08%
24,477,951
-1,742,664
245
$377M 0.08%
3,639,549
+156,374
246
$373M 0.07%
7,195,614
+71,168
247
$371M 0.07%
10,028,835
+2,014,269
248
$370M 0.07%
10,900,909
-127,913
249
$369M 0.07%
6,921,441
-189,738
250
$366M 0.07%
2,762,044
+79,595