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
4001
$618K ﹤0.01%
57,052
+9,577
4002
$618K ﹤0.01%
53,197
-624
4003
$617K ﹤0.01%
12,803
+4,018
4004
$616K ﹤0.01%
43,461
+15,097
4005
$616K ﹤0.01%
30,784
+9,236
4006
$615K ﹤0.01%
13,136
-15,750
4007
$614K ﹤0.01%
32,127
+25,215
4008
$612K ﹤0.01%
7,790
-8,391
4009
$611K ﹤0.01%
24,299
+11,149
4010
$610K ﹤0.01%
25,081
+17,043
4011
$609K ﹤0.01%
245,629
-71,118
4012
$609K ﹤0.01%
22,207
+140
4013
$607K ﹤0.01%
35,621
-1,466
4014
$606K ﹤0.01%
24,472
+631
4015
$606K ﹤0.01%
57,239
+1,697
4016
$605K ﹤0.01%
66,016
+12,557
4017
$603K ﹤0.01%
79,753
+7,684
4018
$603K ﹤0.01%
67,977
+32,428
4019
$603K ﹤0.01%
19,848
+360
4020
$602K ﹤0.01%
35,515
-24,922
4021
$601K ﹤0.01%
152,179
+3,057
4022
$600K ﹤0.01%
64,517
+5,193
4023
$599K ﹤0.01%
8,047
+63
4024
$598K ﹤0.01%
15,364
+8,068
4025
$597K ﹤0.01%
42,231
+7,603