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
3651
$1.17M ﹤0.01%
81,955
+1,032
3652
$1.17M ﹤0.01%
335,775
+100
3653
$1.17M ﹤0.01%
32,079
+19,760
3654
$1.16M ﹤0.01%
12,774
-436
3655
$1.16M ﹤0.01%
10,193
+6,349
3656
$1.16M ﹤0.01%
37,921
+34,594
3657
$1.15M ﹤0.01%
253,227
+78,743
3658
$1.15M ﹤0.01%
52,177
+3,913
3659
$1.14M ﹤0.01%
80,790
+217
3660
$1.14M ﹤0.01%
115,549
-264
3661
$1.14M ﹤0.01%
36,225
-270
3662
$1.13M ﹤0.01%
121,363
+19,831
3663
$1.13M ﹤0.01%
33,137
-31,759
3664
$1.13M ﹤0.01%
282,030
+118,383
3665
$1.12M ﹤0.01%
52,783
+24,419
3666
$1.12M ﹤0.01%
238,916
+17,837
3667
$1.12M ﹤0.01%
117,558
+743
3668
$1.12M ﹤0.01%
45,834
3669
$1.11M ﹤0.01%
35,727
+12,294
3670
$1.11M ﹤0.01%
65,317
+8,326
3671
$1.11M ﹤0.01%
313,413
-37,731
3672
$1.1M ﹤0.01%
85,371
+76,925
3673
$1.1M ﹤0.01%
37,652
+19,504
3674
$1.1M ﹤0.01%
53,357
+41,068
3675
$1.1M ﹤0.01%
53,691
-150,328