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
3976
$648K ﹤0.01%
16,317
+8,716
3977
$645K ﹤0.01%
17,940
+5,480
3978
$645K ﹤0.01%
30,025
-103,694
3979
$642K ﹤0.01%
54,036
-13,228
3980
$641K ﹤0.01%
44,045
-23,995
3981
$640K ﹤0.01%
58,403
+21,368
3982
$640K ﹤0.01%
16,251
+2,201
3983
$640K ﹤0.01%
13,743
+13,109
3984
$636K ﹤0.01%
243,596
+192,037
3985
$634K ﹤0.01%
47,009
+24,759
3986
$633K ﹤0.01%
37,500
+21,108
3987
$633K ﹤0.01%
25,047
-7,242
3988
$632K ﹤0.01%
43,497
+287
3989
$632K ﹤0.01%
31,424
+175
3990
$630K ﹤0.01%
657
+360
3991
$628K ﹤0.01%
75,680
+56,214
3992
$625K ﹤0.01%
13,707
+5,619
3993
$625K ﹤0.01%
102,150
-4,292
3994
$625K ﹤0.01%
13,421
+4,947
3995
$623K ﹤0.01%
26,007
+8,927
3996
$622K ﹤0.01%
15,580
-47,531
3997
$622K ﹤0.01%
35,598
+1,702
3998
$621K ﹤0.01%
32,051
-3,283
3999
$621K ﹤0.01%
50,800
+7,634
4000
$620K ﹤0.01%
51,628
+3,059