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
5201
$37K ﹤0.01%
3,124
5202
$37K ﹤0.01%
112
+66
5203
$37K ﹤0.01%
1,035
+231
5204
$37K ﹤0.01%
586
+23
5205
$37K ﹤0.01%
3,966
+1,798
5206
$37K ﹤0.01%
1,662
+374
5207
$37K ﹤0.01%
2,170
-17,988
5208
$37K ﹤0.01%
2,325
5209
$37K ﹤0.01%
3,022
+206
5210
$37K ﹤0.01%
+1,436
5211
$36K ﹤0.01%
1,642
5212
$36K ﹤0.01%
1,000
5213
$36K ﹤0.01%
1,059
+267
5214
$36K ﹤0.01%
3,080
+197
5215
$36K ﹤0.01%
1,873
-439
5216
$36K ﹤0.01%
713
+144
5217
$36K ﹤0.01%
769
+337
5218
$36K ﹤0.01%
2,263
+485
5219
$36K ﹤0.01%
1,306
+289
5220
$36K ﹤0.01%
12,176
-2,217
5221
$36K ﹤0.01%
250
+51
5222
$36K ﹤0.01%
14,245
+4,717
5223
$36K ﹤0.01%
1,714
+193
5224
$36K ﹤0.01%
775
5225
$36K ﹤0.01%
2,164
-694