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
2676
$4.35M ﹤0.01%
1,067,825
+157,837
2677
$4.34M ﹤0.01%
360,642
-41,579
2678
$4.33M ﹤0.01%
177,851
+1,836
2679
$4.33M ﹤0.01%
149,529
+21,610
2680
$4.33M ﹤0.01%
159,480
-58,815
2681
$4.32M ﹤0.01%
772,828
+475,140
2682
$4.32M ﹤0.01%
185,990
-49,521
2683
$4.31M ﹤0.01%
201,637
-2,856
2684
$4.31M ﹤0.01%
222,843
-38,365
2685
$4.3M ﹤0.01%
83,939
+54,080
2686
$4.3M ﹤0.01%
1,706
+472
2687
$4.3M ﹤0.01%
196,242
+2,313
2688
$4.29M ﹤0.01%
318,206
+116,416
2689
$4.29M ﹤0.01%
175,365
+12,046
2690
$4.29M ﹤0.01%
187,584
+1,812
2691
$4.28M ﹤0.01%
62,278
+8,294
2692
$4.28M ﹤0.01%
273,238
+1,745
2693
$4.28M ﹤0.01%
54,613
+17,155
2694
$4.28M ﹤0.01%
144,925
-1,608
2695
$4.26M ﹤0.01%
160,561
+99,927
2696
$4.26M ﹤0.01%
65,846
-118
2697
$4.26M ﹤0.01%
289,366
+34,963
2698
$4.26M ﹤0.01%
526,914
+372,039
2699
$4.25M ﹤0.01%
174,866
+134,933
2700
$4.24M ﹤0.01%
378,729
+15,801