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
3751
$952K ﹤0.01%
17,839
+4,652
3752
$951K ﹤0.01%
72,955
+13,117
3753
$951K ﹤0.01%
164,576
-103,414
3754
$946K ﹤0.01%
24,978
+11,777
3755
$945K ﹤0.01%
50,265
-4,989
3756
$944K ﹤0.01%
73,152
+39,904
3757
$944K ﹤0.01%
26,216
-1,484
3758
$943K ﹤0.01%
57,584
+16,157
3759
$942K ﹤0.01%
69,403
+26,997
3760
$939K ﹤0.01%
5,097
+1,832
3761
$938K ﹤0.01%
26,241
+12,696
3762
$937K ﹤0.01%
149
-172
3763
$937K ﹤0.01%
54,837
-88,015
3764
$937K ﹤0.01%
29,178
+13,614
3765
$937K ﹤0.01%
27,774
+19,046
3766
$936K ﹤0.01%
2,657
+1,230
3767
$935K ﹤0.01%
55,460
+33,219
3768
$933K ﹤0.01%
142,047
+31,635
3769
$932K ﹤0.01%
24,796
-64,603
3770
$928K ﹤0.01%
63,615
+6,913
3771
$926K ﹤0.01%
44,116
+29,848
3772
$926K ﹤0.01%
19,049
+10,950
3773
$921K ﹤0.01%
45,901
+3,556
3774
$920K ﹤0.01%
87,834
+24,023
3775
$919K ﹤0.01%
27,962
-55