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
3626
$1.21M ﹤0.01%
69,071
+39,781
3627
$1.21M ﹤0.01%
20,473
+18,050
3628
$1.21M ﹤0.01%
16,032
-45,930
3629
$1.21M ﹤0.01%
50,955
+11,387
3630
$1.2M ﹤0.01%
14,113
+8,149
3631
$1.2M ﹤0.01%
128,227
+2,292
3632
$1.2M ﹤0.01%
134,798
+103,532
3633
$1.2M ﹤0.01%
82,309
-84,263
3634
$1.2M ﹤0.01%
34,147
-3,006
3635
$1.19M ﹤0.01%
521,260
3636
$1.19M ﹤0.01%
52,087
+1,404
3637
$1.19M ﹤0.01%
78,894
+5,736
3638
$1.19M ﹤0.01%
53,237
+26,841
3639
$1.19M ﹤0.01%
41,771
+33,525
3640
$1.19M ﹤0.01%
59,117
+25,295
3641
$1.19M ﹤0.01%
28,395
+13,854
3642
$1.19M ﹤0.01%
133,638
+50,811
3643
$1.19M ﹤0.01%
45,596
+42,916
3644
$1.19M ﹤0.01%
+49,302
3645
$1.19M ﹤0.01%
83,524
-66,865
3646
$1.19M ﹤0.01%
27,646
-6,171
3647
$1.18M ﹤0.01%
13,743
+1,690
3648
$1.18M ﹤0.01%
38,389
+16,610
3649
$1.17M ﹤0.01%
13
+11
3650
$1.17M ﹤0.01%
56,601
+18,777