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
4726
$118K ﹤0.01%
11,650
+5,850
4727
$117K ﹤0.01%
12,050
-2,200
4728
$117K ﹤0.01%
4,646
+3,940
4729
$117K ﹤0.01%
715
+224
4730
$117K ﹤0.01%
4,427
-2,697
4731
$117K ﹤0.01%
4,431
+477
4732
$116K ﹤0.01%
4,486
+222
4733
$116K ﹤0.01%
8,037
+2,000
4734
$115K ﹤0.01%
8,794
4735
$114K ﹤0.01%
1,380
+723
4736
$114K ﹤0.01%
4,000
4737
$114K ﹤0.01%
8,404
-508
4738
$113K ﹤0.01%
+4,488
4739
$113K ﹤0.01%
147
+37
4740
$112K ﹤0.01%
2,000
4741
$112K ﹤0.01%
23,463
+23,166
4742
$112K ﹤0.01%
27,225
-784
4743
$112K ﹤0.01%
5,722
+2,405
4744
$112K ﹤0.01%
3,900
4745
$112K ﹤0.01%
9,933
+4,170
4746
$111K ﹤0.01%
4,273
+641
4747
$111K ﹤0.01%
925
+259
4748
$111K ﹤0.01%
10,926
+2,580
4749
$111K ﹤0.01%
4,084
+650
4750
$111K ﹤0.01%
5,199
+1,334