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
4276
$354K ﹤0.01%
15,693
+2,976
4277
$354K ﹤0.01%
69,765
+12,966
4278
$352K ﹤0.01%
35,158
+473
4279
$352K ﹤0.01%
4,634
-3,537
4280
$351K ﹤0.01%
13,753
+5,366
4281
$351K ﹤0.01%
6,566
-3,370
4282
$351K ﹤0.01%
16,079
+11,039
4283
$350K ﹤0.01%
93,448
+34,084
4284
$349K ﹤0.01%
57,685
+51,408
4285
$349K ﹤0.01%
31,397
-11,763
4286
$348K ﹤0.01%
50,423
-570
4287
$348K ﹤0.01%
26,256
+8,207
4288
$347K ﹤0.01%
4,115
-1,030
4289
$347K ﹤0.01%
22,614
+200
4290
$346K ﹤0.01%
13,116
+2,050
4291
$345K ﹤0.01%
70,240
+27,588
4292
$344K ﹤0.01%
9,300
-18,878
4293
$344K ﹤0.01%
8,176
+5,063
4294
$344K ﹤0.01%
49,374
+25,771
4295
$343K ﹤0.01%
31,166
-6,355
4296
$342K ﹤0.01%
24,269
-500
4297
$339K ﹤0.01%
11,369
+7,142
4298
$338K ﹤0.01%
21,814
-135,276
4299
$338K ﹤0.01%
35,100
4300
$338K ﹤0.01%
13,755
+1,843