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
4576
$167K ﹤0.01%
18,684
+10,225
4577
$167K ﹤0.01%
5,640
-1,464
4578
$167K ﹤0.01%
3,408
-291
4579
$167K ﹤0.01%
25,000
-15,000
4580
$167K ﹤0.01%
13,429
+1,407
4581
$167K ﹤0.01%
12,312
+562
4582
$166K ﹤0.01%
95,850
+82,600
4583
$165K ﹤0.01%
8,359
-6,094
4584
$165K ﹤0.01%
10,000
-6
4585
$164K ﹤0.01%
11,671
+1,455
4586
$164K ﹤0.01%
3,254
+152
4587
$164K ﹤0.01%
14,076
+1,395
4588
$163K ﹤0.01%
162,905
+13,320
4589
$162K ﹤0.01%
12,571
+3,383
4590
$161K ﹤0.01%
7,041
-1,190
4591
$161K ﹤0.01%
22,306
-583
4592
$160K ﹤0.01%
3,816
+2,902
4593
$160K ﹤0.01%
19,600
4594
$160K ﹤0.01%
14,982
+982
4595
$159K ﹤0.01%
3,967
-287
4596
$159K ﹤0.01%
1,326
+79
4597
$158K ﹤0.01%
18,536
+7,291
4598
$158K ﹤0.01%
33,619
+33,510
4599
$157K ﹤0.01%
9,656
+8,894
4600
$157K ﹤0.01%
13,785
-38,017