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
3251
$2M ﹤0.01%
139,689
+1,987
3252
$1.99M ﹤0.01%
344,362
+22,361
3253
$1.99M ﹤0.01%
137,691
-149
3254
$1.98M ﹤0.01%
79,256
+13,894
3255
$1.98M ﹤0.01%
256,863
-107,054
3256
$1.98M ﹤0.01%
172,000
3257
$1.98M ﹤0.01%
+71,416
3258
$1.98M ﹤0.01%
34,654
-11,672
3259
$1.97M ﹤0.01%
96,582
+57,679
3260
$1.96M ﹤0.01%
45,926
-33,594
3261
$1.96M ﹤0.01%
103,076
+73,248
3262
$1.96M ﹤0.01%
81,237
+2,763
3263
$1.96M ﹤0.01%
142,318
+8,655
3264
$1.96M ﹤0.01%
34,827
+32,560
3265
$1.96M ﹤0.01%
35,931
-89,538
3266
$1.95M ﹤0.01%
70,849
-33,392
3267
$1.94M ﹤0.01%
105,056
+9,742
3268
$1.94M ﹤0.01%
286,168
-38,967
3269
$1.93M ﹤0.01%
39,658
+893
3270
$1.93M ﹤0.01%
38,122
-21,453
3271
$1.93M ﹤0.01%
144,712
-2,919
3272
$1.93M ﹤0.01%
9,913
+2,026
3273
$1.93M ﹤0.01%
30,197
+13,436
3274
$1.93M ﹤0.01%
48,041
-1,095
3275
$1.93M ﹤0.01%
119,752
-1,324