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
4051
$571K ﹤0.01%
56,042
-16,692
4052
$569K ﹤0.01%
30,939
+12,678
4053
$569K ﹤0.01%
67,753
+14,648
4054
$566K ﹤0.01%
22,575
+1,119
4055
$564K ﹤0.01%
61,404
-51,335
4056
$563K ﹤0.01%
20,857
+431
4057
$561K ﹤0.01%
38,817
+7,514
4058
$560K ﹤0.01%
10,926
+2,909
4059
$560K ﹤0.01%
38,119
+2,772
4060
$560K ﹤0.01%
20,839
+4,676
4061
$560K ﹤0.01%
30,188
-14,859
4062
$558K ﹤0.01%
18,904
+10,085
4063
$557K ﹤0.01%
15,166
+3,313
4064
$557K ﹤0.01%
78,216
-64,487
4065
$556K ﹤0.01%
15,655
+10,113
4066
$554K ﹤0.01%
34,715
+12,517
4067
$554K ﹤0.01%
8,884
-28,601
4068
$552K ﹤0.01%
42,550
-2,221
4069
$550K ﹤0.01%
149,424
+14,715
4070
$550K ﹤0.01%
49,230
-7,852
4071
$549K ﹤0.01%
15,188
+790
4072
$549K ﹤0.01%
15,462
-12,937
4073
$549K ﹤0.01%
54,096
+9,718
4074
$548K ﹤0.01%
14,459
-29,766
4075
$547K ﹤0.01%
19,015
-26,680