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
5176
$40K ﹤0.01%
5,000
5177
$40K ﹤0.01%
4,000
5178
$40K ﹤0.01%
12,934
+2,422
5179
$39K ﹤0.01%
1,217
+523
5180
$39K ﹤0.01%
2,957
+541
5181
$39K ﹤0.01%
7,000
+1,974
5182
$39K ﹤0.01%
1,033
5183
$39K ﹤0.01%
10,821
+7,432
5184
$39K ﹤0.01%
1,525
-37,406
5185
$39K ﹤0.01%
2,380
+2,166
5186
$39K ﹤0.01%
693
-386
5187
$39K ﹤0.01%
14,912
+4,609
5188
$39K ﹤0.01%
+1,260
5189
$39K ﹤0.01%
1,548
-857
5190
$39K ﹤0.01%
378
+202
5191
$38K ﹤0.01%
5,347
+1,433
5192
$38K ﹤0.01%
20,223
-4,695
5193
$38K ﹤0.01%
1,362
-1,082
5194
$38K ﹤0.01%
2,273
+1,541
5195
$38K ﹤0.01%
26,890
-16,740
5196
$38K ﹤0.01%
20,000
5197
$38K ﹤0.01%
4,000
5198
$38K ﹤0.01%
1,467
-51,010
5199
$37K ﹤0.01%
1,345
+300
5200
$37K ﹤0.01%
2,992
+1,036