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
5026
$57K ﹤0.01%
12,586
-5,673
5027
$57K ﹤0.01%
1,140
+317
5028
$57K ﹤0.01%
4,636
+2,610
5029
$57K ﹤0.01%
3,656
+668
5030
$57K ﹤0.01%
1,240
-5,168
5031
$57K ﹤0.01%
+2,000
5032
$57K ﹤0.01%
20,000
-648
5033
$57K ﹤0.01%
7,016
+971
5034
$57K ﹤0.01%
1,815
+634
5035
$57K ﹤0.01%
4,000
5036
$56K ﹤0.01%
1,548
+323
5037
$56K ﹤0.01%
5,039
+1,160
5038
$56K ﹤0.01%
2,000
+331
5039
$56K ﹤0.01%
1,840
+712
5040
$56K ﹤0.01%
1,052
+951
5041
$56K ﹤0.01%
2,094
-309,664
5042
$56K ﹤0.01%
3,110
+1,628
5043
$55K ﹤0.01%
+3,429
5044
$55K ﹤0.01%
2,299
+349
5045
$55K ﹤0.01%
36,897
-3,666
5046
$55K ﹤0.01%
2,865
+607
5047
$55K ﹤0.01%
+7,924
5048
$55K ﹤0.01%
+4,000
5049
$55K ﹤0.01%
45,876
+7,151
5050
$54K ﹤0.01%
9,096
-16,030