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
5051
$54K ﹤0.01%
833
+357
5052
$54K ﹤0.01%
1,297
+296
5053
$54K ﹤0.01%
1,112
+420
5054
$54K ﹤0.01%
987
-293
5055
$54K ﹤0.01%
20,602
+1,171
5056
$54K ﹤0.01%
6,257
-4,066
5057
$54K ﹤0.01%
3,230
5058
$54K ﹤0.01%
+4,500
5059
$53K ﹤0.01%
4,637
+900
5060
$53K ﹤0.01%
1,494
+368
5061
$53K ﹤0.01%
12,351
+6,276
5062
$53K ﹤0.01%
5,295
+776
5063
$53K ﹤0.01%
3,169
+496
5064
$53K ﹤0.01%
5,000
5065
$53K ﹤0.01%
1,303
+292
5066
$53K ﹤0.01%
6,637
+1,722
5067
$53K ﹤0.01%
118,756
-6,764
5068
$53K ﹤0.01%
1,100
5069
$53K ﹤0.01%
1,915
+1,160
5070
$52K ﹤0.01%
4,914
+256
5071
$52K ﹤0.01%
+4,220
5072
$52K ﹤0.01%
1,760
+198
5073
$52K ﹤0.01%
4,292
-167
5074
$52K ﹤0.01%
5,800
5075
0