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
3726
$1.01M ﹤0.01%
74,834
-22,734
3727
$1M ﹤0.01%
86,914
+4,331
3728
$1M ﹤0.01%
70,558
+715
3729
$1M ﹤0.01%
69,075
+30,519
3730
$1M ﹤0.01%
164,099
+49,401
3731
$995K ﹤0.01%
57,805
+18,655
3732
$993K ﹤0.01%
19,463
-71,355
3733
$992K ﹤0.01%
47,694
+11,336
3734
$992K ﹤0.01%
51,380
+597
3735
$990K ﹤0.01%
57,003
-2,190
3736
$989K ﹤0.01%
89,984
+16,730
3737
$988K ﹤0.01%
30,245
-7,558
3738
$987K ﹤0.01%
103,914
+58,478
3739
$983K ﹤0.01%
22,131
+11,159
3740
$979K ﹤0.01%
44,797
+21,994
3741
$979K ﹤0.01%
28,432
+6,892
3742
$979K ﹤0.01%
42,851
-77,219
3743
$979K ﹤0.01%
35,657
+1,762
3744
$977K ﹤0.01%
69,815
+9,439
3745
$976K ﹤0.01%
42,526
+621
3746
$973K ﹤0.01%
78,443
+60,771
3747
$971K ﹤0.01%
49,019
+227
3748
$967K ﹤0.01%
78,188
-28,648
3749
$956K ﹤0.01%
19,140
+4,207
3750
$956K ﹤0.01%
93,684
-516