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
4026
$596K ﹤0.01%
63,082
+27,504
4027
$596K ﹤0.01%
40,402
+9,486
4028
$594K ﹤0.01%
11,043
+2,684
4029
$593K ﹤0.01%
55,456
+271
4030
$592K ﹤0.01%
33,804
+22,204
4031
$592K ﹤0.01%
3,075
+20
4032
$592K ﹤0.01%
33,967
+843
4033
$592K ﹤0.01%
40,878
+19,734
4034
$591K ﹤0.01%
46,481
+1,439
4035
$589K ﹤0.01%
49,518
+25,005
4036
$586K ﹤0.01%
108,542
-88
4037
$585K ﹤0.01%
34,121
-80,281
4038
$584K ﹤0.01%
57,589
+7,706
4039
$584K ﹤0.01%
69,530
+19,688
4040
$583K ﹤0.01%
44,233
+13,194
4041
$580K ﹤0.01%
30,943
-46,135
4042
$578K ﹤0.01%
100,640
+9,032
4043
$578K ﹤0.01%
34,451
+4,452
4044
$578K ﹤0.01%
62,169
+22,679
4045
$577K ﹤0.01%
18,810
+6,900
4046
$573K ﹤0.01%
70,586
-16,408
4047
$573K ﹤0.01%
23,452
+3,143
4048
$573K ﹤0.01%
39,046
+4,352
4049
$572K ﹤0.01%
24,963
+12,308
4050
$572K ﹤0.01%
11,811
+2,284