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
4926
$73K ﹤0.01%
53,073
-2,654
4927
$73K ﹤0.01%
967
-198
4928
$73K ﹤0.01%
561
+219
4929
$73K ﹤0.01%
4,341
+808
4930
$73K ﹤0.01%
5,232
+1,462
4931
$73K ﹤0.01%
7,233
+2,716
4932
$73K ﹤0.01%
2,565
4933
$73K ﹤0.01%
11,925
+2,679
4934
$72K ﹤0.01%
4,750
4935
$72K ﹤0.01%
7,782
-227
4936
$72K ﹤0.01%
5,187
+147
4937
$72K ﹤0.01%
1,687
+153
4938
$72K ﹤0.01%
2,930
+1,930
4939
$71K ﹤0.01%
11,530
-28,033
4940
$71K ﹤0.01%
5,837
+2,907
4941
$71K ﹤0.01%
8,194
-1,845
4942
$70K ﹤0.01%
2,021
+362
4943
$70K ﹤0.01%
12,684
+8,143
4944
$70K ﹤0.01%
2,815
-22
4945
$69K ﹤0.01%
3,129
-3,471
4946
$69K ﹤0.01%
5,036
+1,104
4947
$69K ﹤0.01%
1,812
+1,685
4948
$69K ﹤0.01%
1,867
-20,201
4949
$69K ﹤0.01%
22,817
+2,785
4950
$69K ﹤0.01%
1,453
+296