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
3451
$1.54M ﹤0.01%
128,997
+22,958
3452
$1.54M ﹤0.01%
110,558
+6,169
3453
$1.54M ﹤0.01%
78,596
-4,812
3454
$1.54M ﹤0.01%
58,722
+11,830
3455
$1.53M ﹤0.01%
73,849
+28,954
3456
$1.53M ﹤0.01%
112,996
+46,471
3457
$1.53M ﹤0.01%
50,568
+21,823
3458
$1.52M ﹤0.01%
46,080
+17,446
3459
$1.52M ﹤0.01%
91,155
+33,957
3460
$1.52M ﹤0.01%
80,733
+12,379
3461
$1.51M ﹤0.01%
12,383
-242,582
3462
$1.51M ﹤0.01%
17,129
+7,034
3463
$1.51M ﹤0.01%
60,745
+11,037
3464
$1.51M ﹤0.01%
231,750
+79,619
3465
$1.5M ﹤0.01%
207,866
-14,390
3466
$1.5M ﹤0.01%
56,022
+8,571
3467
$1.5M ﹤0.01%
44,851
+41,549
3468
$1.5M ﹤0.01%
299,765
+1,501
3469
$1.5M ﹤0.01%
194,162
+48,887
3470
$1.49M ﹤0.01%
53,815
+19,279
3471
$1.49M ﹤0.01%
46,116
+40,068
3472
$1.49M ﹤0.01%
79,546
+4,073
3473
$1.49M ﹤0.01%
155,942
+11,086
3474
$1.49M ﹤0.01%
39,877
-15,014
3475
$1.48M ﹤0.01%
33,225
-3,077