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
4826
$94K ﹤0.01%
839
4827
$93K ﹤0.01%
13,927
-111,078
4828
$93K ﹤0.01%
4,450
-12,270
4829
$93K ﹤0.01%
9,865
-2,760
4830
$92K ﹤0.01%
8,008
-3
4831
$92K ﹤0.01%
2,618
+132
4832
$92K ﹤0.01%
3,644
+41
4833
$91K ﹤0.01%
21,081
+2,761
4834
$91K ﹤0.01%
+6,390
4835
$91K ﹤0.01%
2,253
-160
4836
$91K ﹤0.01%
1,065
+239
4837
$91K ﹤0.01%
6,800
+1,400
4838
$90K ﹤0.01%
28,552
+8,181
4839
$90K ﹤0.01%
7,111
-283
4840
$90K ﹤0.01%
+3,591
4841
$89K ﹤0.01%
2,984
-21,482
4842
$89K ﹤0.01%
+6,033
4843
$89K ﹤0.01%
+4,410
4844
$89K ﹤0.01%
3,130
+121
4845
$88K ﹤0.01%
662
+49
4846
$88K ﹤0.01%
3,414
-10,721
4847
$87K ﹤0.01%
2,157
+1,248
4848
$87K ﹤0.01%
8,047
-703
4849
$87K ﹤0.01%
37,936
-762
4850
$87K ﹤0.01%
7,103
+2,319