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
4176
$444K ﹤0.01%
20,913
-7,065
4177
$442K ﹤0.01%
26,160
+4,290
4178
$440K ﹤0.01%
26,845
+10,255
4179
$440K ﹤0.01%
30,788
+6,032
4180
$439K ﹤0.01%
16,238
+849
4181
$439K ﹤0.01%
48,497
+739
4182
$436K ﹤0.01%
7,564
-905
4183
$436K ﹤0.01%
32,303
+690
4184
$436K ﹤0.01%
44,507
+13,350
4185
$436K ﹤0.01%
26,465
-5,390
4186
$435K ﹤0.01%
30,309
+1,150
4187
$435K ﹤0.01%
28,276
+10,371
4188
$435K ﹤0.01%
41,474
-85,162
4189
$434K ﹤0.01%
8,445
+2,150
4190
$434K ﹤0.01%
18,600
+14,826
4191
$433K ﹤0.01%
18,088
+6,749
4192
$432K ﹤0.01%
13,711
+2,794
4193
$428K ﹤0.01%
34,232
+12,788
4194
$428K ﹤0.01%
15,249
+4,542
4195
$428K ﹤0.01%
58,436
+14,946
4196
$427K ﹤0.01%
12,039
-595
4197
$427K ﹤0.01%
22,691
+5,527
4198
$427K ﹤0.01%
38,216
+25,140
4199
$426K ﹤0.01%
+22,433
4200
$424K ﹤0.01%
83,115
-684