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
5151
$42K ﹤0.01%
1,500
-1,500
5152
$42K ﹤0.01%
2,500
-500
5153
$42K ﹤0.01%
2,673
+423
5154
$42K ﹤0.01%
195
+43
5155
$42K ﹤0.01%
30,933
-733
5156
$42K ﹤0.01%
550
5157
$42K ﹤0.01%
672
+87
5158
$42K ﹤0.01%
667
-5,205
5159
$42K ﹤0.01%
3,979
+966
5160
$42K ﹤0.01%
1,731
+950
5161
$42K ﹤0.01%
463
+104
5162
$42K ﹤0.01%
1,337
-6,241
5163
$41K ﹤0.01%
2,540
-4,236
5164
$41K ﹤0.01%
3,540
+960
5165
$41K ﹤0.01%
12,015
-1,282
5166
$41K ﹤0.01%
1,888
+493
5167
$41K ﹤0.01%
19,500
5168
$41K ﹤0.01%
3,936
+884
5169
$41K ﹤0.01%
1,753
-84
5170
$40K ﹤0.01%
8,000
+2,000
5171
$40K ﹤0.01%
4,434
+34
5172
$40K ﹤0.01%
1,465
+244
5173
$40K ﹤0.01%
4,611
+916
5174
$40K ﹤0.01%
2,000
-3
5175
$40K ﹤0.01%
4,089
+577