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
3776
$917K ﹤0.01%
97,863
-6,022
3777
$917K ﹤0.01%
53,904
-46,823
3778
$915K ﹤0.01%
44,586
+24,349
3779
$910K ﹤0.01%
94,340
-105,848
3780
$907K ﹤0.01%
54,018
+13,685
3781
$906K ﹤0.01%
200
-133
3782
$903K ﹤0.01%
30,633
-6,023
3783
$903K ﹤0.01%
97,647
+51,830
3784
$902K ﹤0.01%
79,469
-9,284
3785
$901K ﹤0.01%
49,137
+41,052
3786
$900K ﹤0.01%
53,787
+18,524
3787
$899K ﹤0.01%
4,364
+2,859
3788
$899K ﹤0.01%
11,959
+4,810
3789
$898K ﹤0.01%
30,819
+4,932
3790
$897K ﹤0.01%
25,245
-5,961
3791
$897K ﹤0.01%
129,248
+885
3792
$896K ﹤0.01%
55,483
+43,773
3793
$896K ﹤0.01%
259,801
+5,200
3794
$895K ﹤0.01%
18,011
+2,174
3795
$892K ﹤0.01%
42,546
-7,718
3796
$891K ﹤0.01%
62,277
+702
3797
$891K ﹤0.01%
18,307
+11,090
3798
$890K ﹤0.01%
23,640
-6,128
3799
$889K ﹤0.01%
14,907
-2,356
3800
$889K ﹤0.01%
23,315
+6,157