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
2701
$4.24M ﹤0.01%
171,846
-128,084
2702
$4.24M ﹤0.01%
318,740
+18,594
2703
$4.22M ﹤0.01%
282,167
-6,748
2704
$4.22M ﹤0.01%
144,464
+15,356
2705
$4.22M ﹤0.01%
147,567
+17,299
2706
$4.21M ﹤0.01%
+50,000
2707
$4.2M ﹤0.01%
302,903
+15,400
2708
$4.2M ﹤0.01%
250,618
-39,976
2709
$4.2M ﹤0.01%
75,124
+63,632
2710
$4.19M ﹤0.01%
125,461
-13,771
2711
$4.18M ﹤0.01%
239,790
+120,845
2712
$4.18M ﹤0.01%
426,336
+53,431
2713
$4.17M ﹤0.01%
90,776
-62,933
2714
$4.17M ﹤0.01%
515,091
+139,964
2715
$4.17M ﹤0.01%
191,885
+47,378
2716
$4.17M ﹤0.01%
164,072
+25,354
2717
$4.16M ﹤0.01%
80,821
+56,824
2718
$4.16M ﹤0.01%
103,207
-2,863
2719
$4.16M ﹤0.01%
312,377
+25,582
2720
$4.15M ﹤0.01%
139,423
-14,756
2721
$4.15M ﹤0.01%
495,462
+114,901
2722
$4.15M ﹤0.01%
123,794
+5,448
2723
$4.14M ﹤0.01%
151,638
-38,962
2724
$4.14M ﹤0.01%
231,375
+63,687
2725
$4.14M ﹤0.01%
661,126