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
4751
$111K ﹤0.01%
4,533
+429
4752
$110K ﹤0.01%
2,251
-839
4753
$110K ﹤0.01%
2,983
-326
4754
$110K ﹤0.01%
4,226
+162
4755
$110K ﹤0.01%
7,129
+657
4756
$109K ﹤0.01%
7,346
+1,236
4757
$109K ﹤0.01%
+10,850
4758
$109K ﹤0.01%
8,216
+1
4759
$108K ﹤0.01%
3,368
+412
4760
$108K ﹤0.01%
13,321
-2,449
4761
$108K ﹤0.01%
+2,658
4762
$108K ﹤0.01%
14,868
+12,157
4763
$108K ﹤0.01%
9,138
+3,668
4764
$108K ﹤0.01%
2,207
+1,230
4765
$107K ﹤0.01%
9,618
+118
4766
$107K ﹤0.01%
5,797
+418
4767
$107K ﹤0.01%
5,867
+948
4768
$107K ﹤0.01%
583
-15
4769
$107K ﹤0.01%
19,229
4770
$106K ﹤0.01%
10,183
+814
4771
$106K ﹤0.01%
2,142
-114
4772
$106K ﹤0.01%
3,295
+2,100
4773
$106K ﹤0.01%
24,857
-87,000
4774
$106K ﹤0.01%
9,137
-24,444
4775
$106K ﹤0.01%
1,707
+1,048