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
4651
$142K ﹤0.01%
2,921
-33,821
4652
$141K ﹤0.01%
3,561
-2,347
4653
$141K ﹤0.01%
3,756
+230
4654
$141K ﹤0.01%
867
+353
4655
$141K ﹤0.01%
9,638
+4,867
4656
$141K ﹤0.01%
+3,844
4657
$140K ﹤0.01%
4,637
-8,846
4658
$140K ﹤0.01%
12
+1
4659
$140K ﹤0.01%
280,029
+276,529
4660
$139K ﹤0.01%
29,558
-2
4661
$139K ﹤0.01%
+10,400
4662
$139K ﹤0.01%
2,228
+1,678
4663
$139K ﹤0.01%
5,714
-780
4664
$138K ﹤0.01%
18,318
+4,118
4665
$138K ﹤0.01%
7,050
+334
4666
$137K ﹤0.01%
5,239
+1,178
4667
$137K ﹤0.01%
2,489
+1,371
4668
$137K ﹤0.01%
10,250
-6,045
4669
$136K ﹤0.01%
396
4670
$136K ﹤0.01%
1,913
+336
4671
$136K ﹤0.01%
11,595
-310
4672
$136K ﹤0.01%
3,524
-2
4673
$135K ﹤0.01%
8,000
4674
$135K ﹤0.01%
5,144
-12,821
4675
$134K ﹤0.01%
10,612
+3,659