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
4801
$100K ﹤0.01%
3,080
+226
4802
$100K ﹤0.01%
5,611
+3,032
4803
$99K ﹤0.01%
12,504
+272
4804
$99K ﹤0.01%
9,946
-18,382
4805
$99K ﹤0.01%
3,663
-2,430
4806
$99K ﹤0.01%
11,933
+2,001
4807
$99K ﹤0.01%
12,103
-13,127
4808
$99K ﹤0.01%
7,714
-26,071
4809
$99K ﹤0.01%
12,654
+2,198
4810
$99K ﹤0.01%
4,000
4811
$98K ﹤0.01%
8,231
+1,457
4812
$98K ﹤0.01%
43,238
+24,399
4813
$98K ﹤0.01%
3,592
+715
4814
$97K ﹤0.01%
3,954
-1,492
4815
$97K ﹤0.01%
2,081
-682
4816
$97K ﹤0.01%
8,568
+5,722
4817
$97K ﹤0.01%
16,333
+933
4818
$97K ﹤0.01%
4,392
-100
4819
$97K ﹤0.01%
12,704
-2,560
4820
$96K ﹤0.01%
5,075
+1,139
4821
$96K ﹤0.01%
3,833
+602
4822
$96K ﹤0.01%
8,814
+422
4823
$96K ﹤0.01%
7,486
-1,475
4824
$96K ﹤0.01%
7,038
-420
4825
$95K ﹤0.01%
536
-27