Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
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
2601
$4.81M ﹤0.01%
350,483
-9,295
2602
$4.8M ﹤0.01%
397,006
+20,419
2603
$4.79M ﹤0.01%
188,965
-51,580
2604
$4.79M ﹤0.01%
565,704
-10,036,937
2605
$4.79M ﹤0.01%
307,722
-771,077
2606
$4.79M ﹤0.01%
468,127
+40,631
2607
$4.77M ﹤0.01%
193,651
+536
2608
$4.77M ﹤0.01%
217,488
+57,562
2609
$4.77M ﹤0.01%
91,582
+88,578
2610
$4.77M ﹤0.01%
204,387
+30,041
2611
$4.75M ﹤0.01%
477,492
-651,546
2612
$4.75M ﹤0.01%
195,850
+40,907
2613
$4.75M ﹤0.01%
434,733
+16,297
2614
$4.75M ﹤0.01%
106,886
+12,277
2615
$4.75M ﹤0.01%
428,580
+111,957
2616
$4.74M ﹤0.01%
57,596
-316
2617
$4.74M ﹤0.01%
310,890
-86,318
2618
$4.72M ﹤0.01%
16,875
+6,513
2619
$4.72M ﹤0.01%
1,096,118
+30,895
2620
$4.72M ﹤0.01%
135,296
+1,417
2621
$4.72M ﹤0.01%
149,783
+20,624
2622
$4.72M ﹤0.01%
642,916
+21,271
2623
$4.71M ﹤0.01%
85,464
-36,963
2624
$4.71M ﹤0.01%
245,161
+28,309
2625
$4.71M ﹤0.01%
95,040
-55,208