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
5001
$60K ﹤0.01%
1,657
+175
5002
$60K ﹤0.01%
4,709
+1,057
5003
$60K ﹤0.01%
5,539
-7,202
5004
$59K ﹤0.01%
7,551
-13,620
5005
$59K ﹤0.01%
+2,850
5006
$59K ﹤0.01%
2,115
+434
5007
$59K ﹤0.01%
+2,980
5008
$59K ﹤0.01%
2,030
+191
5009
$59K ﹤0.01%
1,195
+22
5010
$59K ﹤0.01%
4,065
+1,534
5011
$59K ﹤0.01%
2,128
-153
5012
$59K ﹤0.01%
2,112
-27
5013
$58K ﹤0.01%
6,645
5014
$58K ﹤0.01%
6,639
5015
$58K ﹤0.01%
1,148
+256
5016
$58K ﹤0.01%
3,672
+700
5017
$58K ﹤0.01%
856
+218
5018
$58K ﹤0.01%
2,069
+934
5019
$58K ﹤0.01%
3,446
+1,840
5020
$58K ﹤0.01%
4,069
-102
5021
$58K ﹤0.01%
2,782
-82
5022
$57K ﹤0.01%
1,966
+537
5023
$57K ﹤0.01%
1,582
+859
5024
$57K ﹤0.01%
5,612
+875
5025
$57K ﹤0.01%
840