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
3826
$845K ﹤0.01%
67,633
-3,070
3827
$844K ﹤0.01%
89,779
-16,789
3828
$843K ﹤0.01%
218,474
+213,148
3829
$842K ﹤0.01%
245,979
-263,642
3830
$842K ﹤0.01%
62,759
-71,173
3831
$841K ﹤0.01%
24,110
-2,290
3832
$838K ﹤0.01%
33,963
+19,464
3833
$833K ﹤0.01%
23,551
-82,304
3834
$830K ﹤0.01%
95,450
-28,730
3835
$827K ﹤0.01%
46,909
-5,816
3836
$825K ﹤0.01%
47,889
+3,684
3837
$825K ﹤0.01%
8,071
+3,509
3838
$824K ﹤0.01%
113,121
-45,266
3839
$820K ﹤0.01%
69,601
-4,268
3840
$820K ﹤0.01%
100,177
-111,611
3841
$819K ﹤0.01%
214,202
+178,335
3842
$818K ﹤0.01%
69,274
+1,650
3843
$817K ﹤0.01%
51,602
-1,895
3844
$817K ﹤0.01%
222,216
+93,768
3845
$815K ﹤0.01%
54,329
+2,834
3846
$815K ﹤0.01%
149,525
-2,600
3847
$813K ﹤0.01%
28,895
+1,083
3848
$813K ﹤0.01%
57,954
-7,408
3849
$812K ﹤0.01%
+117,509
3850
$811K ﹤0.01%
2,816
+1,209