Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
276
$308M 0.06%
4,134,483
-611,737
277
$306M 0.06%
1,787,659
+262,246
278
$301M 0.06%
11,370,690
+2,044,315
279
$299M 0.06%
10,251,129
+1,705,228
280
$298M 0.06%
3,590,748
-74,046
281
$297M 0.06%
3,132,449
+97,077
282
$294M 0.06%
1,990,454
-185,116
283
$289M 0.06%
5,479,706
+747,943
284
$288M 0.06%
2,698,735
+76,517
285
$287M 0.06%
6,818,163
+1,141,789
286
$286M 0.06%
3,516,882
-174,300
287
$284M 0.06%
1,915,459
+266,649
288
$283M 0.06%
4,291,046
-86,603
289
$283M 0.06%
6,384,703
+1,311,603
290
$282M 0.06%
3,663,807
-561,375
291
$282M 0.06%
5,487,280
+23,017
292
$281M 0.06%
4,771,449
+102,527
293
$278M 0.06%
1,697,570
+168,151
294
$275M 0.05%
9,612,633
-256,137
295
$273M 0.05%
8,648,721
+1,661,980
296
$273M 0.05%
8,870,177
+2,065,451
297
$273M 0.05%
3,425,425
+48,260
298
$272M 0.05%
6,320,806
-204,656
299
$272M 0.05%
21,167,330
+2,554,240
300
$271M 0.05%
5,168,535
-531,210