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
3576
$1.29M ﹤0.01%
32,506
+1,420
3577
$1.29M ﹤0.01%
74,586
+34,055
3578
$1.28M ﹤0.01%
69,007
+29,147
3579
$1.28M ﹤0.01%
85,069
-3,364
3580
$1.28M ﹤0.01%
29,957
+10,574
3581
$1.28M ﹤0.01%
203,988
+6,445
3582
$1.28M ﹤0.01%
56,162
+45,600
3583
$1.28M ﹤0.01%
75,651
+33,015
3584
$1.28M ﹤0.01%
82,232
+19,185
3585
$1.27M ﹤0.01%
59,624
+2,046
3586
$1.27M ﹤0.01%
385,062
+12,491
3587
$1.27M ﹤0.01%
51,757
+25,262
3588
$1.27M ﹤0.01%
47,178
-11,327
3589
$1.27M ﹤0.01%
83,278
+18,903
3590
$1.27M ﹤0.01%
124,449
+12,792
3591
$1.27M ﹤0.01%
30,694
-2,515
3592
$1.26M ﹤0.01%
59,452
-2,538
3593
$1.26M ﹤0.01%
77,893
+38,948
3594
$1.26M ﹤0.01%
46,053
+9,128
3595
$1.25M ﹤0.01%
103,124
+3,356
3596
$1.25M ﹤0.01%
98,900
-27,082
3597
$1.25M ﹤0.01%
77,067
+7,789
3598
$1.25M ﹤0.01%
95,935
+25,915
3599
$1.25M ﹤0.01%
122,953
-7,333
3600
$1.24M ﹤0.01%
5,300
+3,402