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
3926
$709K ﹤0.01%
25,292
-3,383
3927
$708K ﹤0.01%
58,980
+9,980
3928
$706K ﹤0.01%
47,460
+182
3929
$706K ﹤0.01%
57,255
-1,410
3930
$700K ﹤0.01%
34,086
+28,622
3931
$699K ﹤0.01%
10,728
+3,680
3932
$697K ﹤0.01%
49,686
+10,871
3933
$697K ﹤0.01%
50,327
-29,542
3934
$695K ﹤0.01%
95,918
+73,079
3935
$695K ﹤0.01%
16,323
+2,840
3936
$694K ﹤0.01%
62,786
-2,608
3937
$693K ﹤0.01%
91,912
+32,213
3938
$691K ﹤0.01%
60,375
-222,057
3939
$691K ﹤0.01%
57,265
-1,640
3940
$691K ﹤0.01%
5,849
-606
3941
$690K ﹤0.01%
49,826
+8,409
3942
$690K ﹤0.01%
29,029
+168
3943
$685K ﹤0.01%
40,236
3944
$684K ﹤0.01%
77,823
+3,876
3945
$684K ﹤0.01%
84,980
+37,809
3946
$683K ﹤0.01%
16,898
+14,635
3947
$682K ﹤0.01%
28,992
-5,347
3948
$681K ﹤0.01%
45,156
+9,865
3949
$678K ﹤0.01%
29,003
+6,644
3950
$678K ﹤0.01%
37,020
+18,487