Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
26
$2.8B 0.56%
19,099,651
-645,597
27
$2.78B 0.55%
65,522,930
+3,051,419
28
$2.78B 0.55%
49,879,894
-12,278,342
29
$2.76B 0.55%
81,572,138
+2,043,067
30
$2.74B 0.55%
24,075,189
-6,306,505
31
$2.7B 0.54%
18,984,720
+251,508
32
$2.69B 0.54%
19,815,699
+822,050
33
$2.6B 0.52%
21,757,137
+1,079,355
34
$2.59B 0.52%
32,433,831
+12,885,541
35
$2.55B 0.51%
9,514,760
+71,824
36
$2.5B 0.5%
21,755,696
+1,174,029
37
$2.47B 0.49%
21,767,812
+337,039
38
$2.45B 0.49%
20,116,828
-3,695,788
39
$2.41B 0.48%
14,489,302
-115,818
40
$2.35B 0.47%
18,146,264
+175,881
41
$2.32B 0.46%
21,609,548
+1,502,912
42
$2.31B 0.46%
19,626,408
+4,200,735
43
$2.27B 0.45%
37,505,811
-786,800
44
$2.22B 0.44%
55,955,907
+6,173,994
45
$2.19B 0.44%
26,488,671
-8,554,310
46
$2.08B 0.41%
55,208,534
-267,186
47
$2.06B 0.41%
48,669,220
+983,760
48
$1.98B 0.39%
19,299,244
-913,894
49
$1.97B 0.39%
22,449,025
-3,434,095
50
$1.93B 0.39%
43,170,110
-1,093,402
1
2
3 4 5