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
4376
$275K ﹤0.01%
6,536
+699
4377
$274K ﹤0.01%
62,960
+311
4378
$274K ﹤0.01%
31,643
+763
4379
$273K ﹤0.01%
8,774
-15,961
4380
$272K ﹤0.01%
9,289
-15,395
4381
$272K ﹤0.01%
1,884
+685
4382
$272K ﹤0.01%
20,580
+8,612
4383
$272K ﹤0.01%
3,235
+159
4384
$272K ﹤0.01%
17,832
-1,384
4385
$270K ﹤0.01%
1,197
+562
4386
$269K ﹤0.01%
39,608
-5,358
4387
$269K ﹤0.01%
141,768
-1,922
4388
$268K ﹤0.01%
5,197
+2,697
4389
$266K ﹤0.01%
32,523
-15,025
4390
$266K ﹤0.01%
35,524
-4,050
4391
$265K ﹤0.01%
12,831
+3,918
4392
$264K ﹤0.01%
2,777
+581
4393
$264K ﹤0.01%
17,612
+311
4394
$264K ﹤0.01%
13,153
+950
4395
$263K ﹤0.01%
7,141
+3,633
4396
$262K ﹤0.01%
14,090
+7,449
4397
$261K ﹤0.01%
8,639
-5,383
4398
$261K ﹤0.01%
11,402
+363
4399
$260K ﹤0.01%
8,477
-226
4400
$260K ﹤0.01%
99,911
-171