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
3876
$786K ﹤0.01%
16,765
-5,257
3877
$783K ﹤0.01%
33,327
-274
3878
$782K ﹤0.01%
43,784
-36,059
3879
$778K ﹤0.01%
55,084
+6,833
3880
$777K ﹤0.01%
31,720
+14,580
3881
$774K ﹤0.01%
11,609
+240
3882
$774K ﹤0.01%
315,984
+117,561
3883
$773K ﹤0.01%
21,218
-64,235
3884
$772K ﹤0.01%
+41,345
3885
$769K ﹤0.01%
3,546
+2,778
3886
$768K ﹤0.01%
7,860
-160
3887
$768K ﹤0.01%
+28,188
3888
$767K ﹤0.01%
81,708
+29,448
3889
$766K ﹤0.01%
24,292
-8,599
3890
$764K ﹤0.01%
24,029
-5,270
3891
$763K ﹤0.01%
5,332
-4,344
3892
$761K ﹤0.01%
30,213
-5,170
3893
$760K ﹤0.01%
73,659
+21,412
3894
$759K ﹤0.01%
190,115
-122,670
3895
$757K ﹤0.01%
53,896
+328
3896
$757K ﹤0.01%
553
-50
3897
$756K ﹤0.01%
62,268
-240,919
3898
$756K ﹤0.01%
43,142
-25,419
3899
$752K ﹤0.01%
12,578
+3,186
3900
$751K ﹤0.01%
28,431
+11,857