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
4526
$192K ﹤0.01%
4,148
-2,575
4527
$191K ﹤0.01%
21,976
-8,290
4528
$191K ﹤0.01%
16,245
-12,078
4529
$191K ﹤0.01%
29,439
-976
4530
$190K ﹤0.01%
1,375
+110
4531
$190K ﹤0.01%
18,746
+7,070
4532
$190K ﹤0.01%
11,211
-4,343
4533
$188K ﹤0.01%
5,153
+1,321
4534
$188K ﹤0.01%
2,355
+301
4535
$188K ﹤0.01%
14,809
+3,114
4536
$188K ﹤0.01%
15,286
+9,110
4537
$187K ﹤0.01%
6,336
+2,940
4538
$187K ﹤0.01%
12,670
4539
$186K ﹤0.01%
6,733
-1,335
4540
$186K ﹤0.01%
7,430
-5,476
4541
$185K ﹤0.01%
24,564
+1,412
4542
$185K ﹤0.01%
6,937
-4,430
4543
$185K ﹤0.01%
3,070
+855
4544
$185K ﹤0.01%
8,333
-17,029
4545
$185K ﹤0.01%
12,599
-13,172
4546
$184K ﹤0.01%
4,711
-10,650
4547
$184K ﹤0.01%
10,014
+200
4548
$183K ﹤0.01%
10,219
+9,142
4549
$183K ﹤0.01%
4,038
+1,086
4550
$183K ﹤0.01%
7,250
+3,275