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
2726
$4.14M ﹤0.01%
153,156
+19,875
2727
$4.13M ﹤0.01%
204,371
-31,576
2728
$4.12M ﹤0.01%
3,063
+3,003
2729
$4.11M ﹤0.01%
341,306
-77,377
2730
$4.1M ﹤0.01%
1,590,339
+792,781
2731
$4.1M ﹤0.01%
293,340
-179,100
2732
$4.09M ﹤0.01%
311,802
+16,890
2733
$4.09M ﹤0.01%
156,587
+5,688
2734
$4.08M ﹤0.01%
250,346
-180,604
2735
$4.08M ﹤0.01%
239,395
+67,732
2736
$4.08M ﹤0.01%
166,818
-9,965
2737
$4.07M ﹤0.01%
1,429,352
+195,112
2738
$4.06M ﹤0.01%
80,805
-3,427
2739
$4.06M ﹤0.01%
46,751
-27,338
2740
$4.06M ﹤0.01%
98,823
-20,940
2741
$4.06M ﹤0.01%
175,475
+12,575
2742
$4.06M ﹤0.01%
64,264
-44,170
2743
$4.04M ﹤0.01%
46,756
-220,458
2744
$4.04M ﹤0.01%
207,327
-176,721
2745
$4.04M ﹤0.01%
201,427
+42,089
2746
$4.03M ﹤0.01%
197,767
+4,957
2747
$4.02M ﹤0.01%
167,123
+36,263
2748
$4.02M ﹤0.01%
580,037
+6,584
2749
$4.01M ﹤0.01%
474,948
-436,876
2750
$3.99M ﹤0.01%
74,483
+23,900