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
4701
$125K ﹤0.01%
+6,544
4702
$125K ﹤0.01%
10,479
+466
4703
$124K ﹤0.01%
3,823
+1,691
4704
$124K ﹤0.01%
3,933
+3,183
4705
$123K ﹤0.01%
5,141
+888
4706
$123K ﹤0.01%
4,646
-4,912
4707
$123K ﹤0.01%
2,145
+363
4708
$123K ﹤0.01%
+4,433
4709
$123K ﹤0.01%
17,007
+16,224
4710
$122K ﹤0.01%
25,477
+717
4711
$122K ﹤0.01%
3,146
+1,132
4712
$121K ﹤0.01%
20,356
+456
4713
$121K ﹤0.01%
4,760
-4,268
4714
$120K ﹤0.01%
14,267
+3,205
4715
$120K ﹤0.01%
3,132
+887
4716
$120K ﹤0.01%
9,799
+1,008
4717
$120K ﹤0.01%
5,564
+332
4718
$120K ﹤0.01%
5,140
+67
4719
$120K ﹤0.01%
8,027
-212
4720
$119K ﹤0.01%
26,646
+12,407
4721
$119K ﹤0.01%
9,182
+2,320
4722
$119K ﹤0.01%
29,767
+15,100
4723
$118K ﹤0.01%
5,468
+185
4724
$118K ﹤0.01%
8,978
-59,446
4725
$118K ﹤0.01%
7,380
+5,030