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
4351
$293K ﹤0.01%
10,926
-4,620
4352
$292K ﹤0.01%
42,484
+19,899
4353
$292K ﹤0.01%
46,484
+3,437
4354
$291K ﹤0.01%
5,038
-1,467
4355
$290K ﹤0.01%
22,133
-4,337
4356
$289K ﹤0.01%
7,667
-489
4357
$287K ﹤0.01%
8,210
+1,928
4358
$287K ﹤0.01%
34,534
+9,964
4359
$286K ﹤0.01%
10,165
-628
4360
$286K ﹤0.01%
36,347
+35,088
4361
$286K ﹤0.01%
43,277
+4,125
4362
$285K ﹤0.01%
15,340
+2,663
4363
$284K ﹤0.01%
11,419
+2,040
4364
$283K ﹤0.01%
42,897
-398,831
4365
$283K ﹤0.01%
5,653
-26,393
4366
$282K ﹤0.01%
115,163
-37,492
4367
$282K ﹤0.01%
3,200
-151
4368
$281K ﹤0.01%
18,440
+3,109
4369
$280K ﹤0.01%
16,886
-1,975
4370
$280K ﹤0.01%
26,262
-6,106
4371
$280K ﹤0.01%
5,974
+620
4372
$279K ﹤0.01%
35,290
-261,191
4373
$278K ﹤0.01%
57,132
-22,698
4374
$277K ﹤0.01%
19,692
+1,974
4375
$276K ﹤0.01%
67,458
+60,558