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
2776
$3.87M ﹤0.01%
195,711
+28,942
2777
$3.86M ﹤0.01%
176,262
+4,744
2778
$3.86M ﹤0.01%
139,203
+1,096
2779
$3.86M ﹤0.01%
14,279
+11,850
2780
$3.85M ﹤0.01%
184,059
+64,833
2781
$3.85M ﹤0.01%
156,233
+47,997
2782
$3.83M ﹤0.01%
59,609
+51,963
2783
$3.83M ﹤0.01%
47,815
-22,286
2784
$3.82M ﹤0.01%
183,517
+28,999
2785
$3.82M ﹤0.01%
237,752
+70,850
2786
$3.8M ﹤0.01%
153,444
-17,761
2787
$3.8M ﹤0.01%
189,883
+63,238
2788
$3.79M ﹤0.01%
796
2789
$3.79M ﹤0.01%
556,000
+212,050
2790
$3.79M ﹤0.01%
95,672
-114,766
2791
$3.79M ﹤0.01%
188,329
+125,581
2792
$3.77M ﹤0.01%
274,602
+27,356
2793
$3.77M ﹤0.01%
118,142
-42
2794
$3.77M ﹤0.01%
412,008
+316,885
2795
$3.77M ﹤0.01%
135,849
+130,854
2796
$3.76M ﹤0.01%
62,409
+3,536
2797
$3.76M ﹤0.01%
313,661
-822,871
2798
$3.76M ﹤0.01%
146,241
-9,949
2799
$3.75M ﹤0.01%
125,246
-894
2800
$3.72M ﹤0.01%
280,600
+90,488