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
4626
$149K ﹤0.01%
16,979
4627
$148K ﹤0.01%
57,958
+10,607
4628
$148K ﹤0.01%
65,403
+13,698
4629
$148K ﹤0.01%
3,277
-1,548
4630
$148K ﹤0.01%
7,190
-4,800
4631
$148K ﹤0.01%
8,294
+810
4632
$148K ﹤0.01%
8,459
-100
4633
$148K ﹤0.01%
6,092
4634
$147K ﹤0.01%
6,677
-18,285
4635
$146K ﹤0.01%
5,004
-3,071
4636
$146K ﹤0.01%
11,065
-4,960
4637
$146K ﹤0.01%
2,284
+1,417
4638
$146K ﹤0.01%
7,372
-55
4639
$145K ﹤0.01%
16,708
+1,172
4640
$145K ﹤0.01%
3,198
-322
4641
$145K ﹤0.01%
27,010
+2,872
4642
$145K ﹤0.01%
+5,763
4643
$144K ﹤0.01%
7,270
4644
$144K ﹤0.01%
20,822
+1,775
4645
$144K ﹤0.01%
17,110
4646
$143K ﹤0.01%
2,189
-958
4647
$143K ﹤0.01%
2,700
+2,626
4648
$143K ﹤0.01%
7,342
+3,142
4649
$142K ﹤0.01%
1,673
+148
4650
$142K ﹤0.01%
2,554
+581