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
3226
$2.05M ﹤0.01%
151,138
-907
3227
$2.05M ﹤0.01%
480,415
+327,581
3228
$2.04M ﹤0.01%
29,155
+647
3229
$2.04M ﹤0.01%
222,787
-1,035,536
3230
$2.04M ﹤0.01%
133,715
-15,132
3231
$2.03M ﹤0.01%
56,499
-26,949
3232
$2.03M ﹤0.01%
108,402
-7,176
3233
$2.03M ﹤0.01%
39,669
-7,295
3234
$2.03M ﹤0.01%
46,879
+83
3235
$2.03M ﹤0.01%
81,685
-148,789
3236
$2.03M ﹤0.01%
88,340
+24,625
3237
$2.03M ﹤0.01%
233,410
-353,389
3238
$2.03M ﹤0.01%
105,985
+1,579
3239
$2.02M ﹤0.01%
175,690
-50,246
3240
$2.02M ﹤0.01%
39,699
+13,336
3241
$2.02M ﹤0.01%
55,010
+25,919
3242
$2.02M ﹤0.01%
97,958
-197,722
3243
$2.01M ﹤0.01%
86,150
+2,628
3244
$2.01M ﹤0.01%
112,822
+838
3245
$2.01M ﹤0.01%
11,604
+10,113
3246
$2M ﹤0.01%
220,803
-270,403
3247
$2M ﹤0.01%
95,800
+49,191
3248
$2M ﹤0.01%
157,908
+10,471
3249
$2M ﹤0.01%
24,809
+6,117
3250
$2M ﹤0.01%
106,389
+78,978