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
4901
$78K ﹤0.01%
70,000
-233
4902
$78K ﹤0.01%
6,231
-2,711
4903
$78K ﹤0.01%
5,026
-5,609
4904
$78K ﹤0.01%
5,857
+1
4905
$77K ﹤0.01%
4,800
4906
$77K ﹤0.01%
3,500
4907
$77K ﹤0.01%
2,555
+1,216
4908
$76K ﹤0.01%
7,760
+1,585
4909
$76K ﹤0.01%
2,943
+252
4910
$76K ﹤0.01%
18,508
+360
4911
$76K ﹤0.01%
3,723
4912
$76K ﹤0.01%
20,125
+8,618
4913
$75K ﹤0.01%
9,029
+3,792
4914
$75K ﹤0.01%
3,646
4915
$75K ﹤0.01%
10,086
4916
$75K ﹤0.01%
4,968
+410
4917
$75K ﹤0.01%
4,931
+1,780
4918
$75K ﹤0.01%
20,438
-209,149
4919
$75K ﹤0.01%
3,977
+264
4920
$75K ﹤0.01%
10,793
4921
$74K ﹤0.01%
+1,256
4922
$74K ﹤0.01%
2,481
-27,620
4923
$74K ﹤0.01%
15,998
+1,331
4924
$74K ﹤0.01%
2,590
+325
4925
$73K ﹤0.01%
3,931