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
4101
$520K ﹤0.01%
+18,837
4102
$520K ﹤0.01%
19,154
+13,015
4103
$519K ﹤0.01%
124,952
-4,841
4104
$519K ﹤0.01%
44,773
+5,347
4105
$518K ﹤0.01%
22,710
+348
4106
$517K ﹤0.01%
60,444
+7,833
4107
$517K ﹤0.01%
3,326
-104
4108
$516K ﹤0.01%
18,342
-2,211
4109
$515K ﹤0.01%
26,209
+17,748
4110
$514K ﹤0.01%
41,832
+26,768
4111
$513K ﹤0.01%
34,717
+1,885
4112
$513K ﹤0.01%
10,986
+173
4113
$512K ﹤0.01%
20,609
+372
4114
$510K ﹤0.01%
34,857
-249
4115
$508K ﹤0.01%
33,137
+15,868
4116
$506K ﹤0.01%
24,234
+621
4117
$506K ﹤0.01%
9,774
-20,687
4118
$505K ﹤0.01%
68,789
+50
4119
$505K ﹤0.01%
26,389
+7,809
4120
$504K ﹤0.01%
69,743
+14,518
4121
$504K ﹤0.01%
29,837
+5,296
4122
$498K ﹤0.01%
36,801
-3,294
4123
$497K ﹤0.01%
59,184
+10,250
4124
$496K ﹤0.01%
12,027
-66,171
4125
$496K ﹤0.01%
82,539
-27,216