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
3151
$2.29M ﹤0.01%
133,313
3152
$2.29M ﹤0.01%
32,402
-5,889
3153
$2.29M ﹤0.01%
7,531
+7,106
3154
$2.29M ﹤0.01%
167,948
+17,402
3155
$2.29M ﹤0.01%
10,839
-728
3156
$2.28M ﹤0.01%
51,353
+42,815
3157
$2.27M ﹤0.01%
63,683
-7,723
3158
$2.27M ﹤0.01%
97,051
+29,216
3159
$2.27M ﹤0.01%
50,322
-211
3160
$2.26M ﹤0.01%
66,417
-13,114
3161
$2.25M ﹤0.01%
69,863
+68,627
3162
$2.24M ﹤0.01%
40,804
+61
3163
$2.24M ﹤0.01%
70,460
-180,987
3164
$2.24M ﹤0.01%
98,370
+29,307
3165
$2.24M ﹤0.01%
37,557
-46,959
3166
$2.24M ﹤0.01%
75,686
+12,446
3167
$2.24M ﹤0.01%
+156,677
3168
$2.24M ﹤0.01%
107,778
-1,286
3169
$2.24M ﹤0.01%
130,127
+985
3170
$2.23M ﹤0.01%
530,174
-6,749
3171
$2.23M ﹤0.01%
149,955
+78,526
3172
$2.23M ﹤0.01%
38,291
-37,599
3173
$2.23M ﹤0.01%
60,792
+3,957
3174
$2.22M ﹤0.01%
39,906
+6,680
3175
$2.22M ﹤0.01%
78,664
+51,890