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
3851
$811K ﹤0.01%
18,283
+11,423
3852
$811K ﹤0.01%
66,279
-21,108
3853
$810K ﹤0.01%
17,500
-18,100
3854
$808K ﹤0.01%
43,752
+12,147
3855
$808K ﹤0.01%
51,500
+33,496
3856
$807K ﹤0.01%
111,027
+19,319
3857
$806K ﹤0.01%
28,584
-10,092
3858
$806K ﹤0.01%
30,606
+14,148
3859
$806K ﹤0.01%
82,277
+39,508
3860
$805K ﹤0.01%
31,481
+3,455
3861
$802K ﹤0.01%
63,910
-117,183
3862
$799K ﹤0.01%
81,493
-16,306
3863
$798K ﹤0.01%
94,077
-136,588
3864
$797K ﹤0.01%
16,000
-14,042
3865
$797K ﹤0.01%
107,996
+676
3866
$797K ﹤0.01%
29,393
-1,338
3867
$796K ﹤0.01%
27,090
+5,172
3868
$796K ﹤0.01%
52,059
+5,133
3869
$793K ﹤0.01%
63,308
+14,239
3870
$792K ﹤0.01%
11,478
+370
3871
$791K ﹤0.01%
38,365
+24,496
3872
$789K ﹤0.01%
16,094
-15,980
3873
$788K ﹤0.01%
29,444
+12,488
3874
$787K ﹤0.01%
54,281
+4,938
3875
$786K ﹤0.01%
24,896
+24,484