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
5276
$30K ﹤0.01%
1,053
+233
5277
$30K ﹤0.01%
+1,900
5278
$30K ﹤0.01%
1,757
-66
5279
$30K ﹤0.01%
8,248
+1,605
5280
$30K ﹤0.01%
438
+3
5281
$30K ﹤0.01%
1,875
+1,275
5282
$30K ﹤0.01%
3,180
+714
5283
$30K ﹤0.01%
7,502
+1,606
5284
$30K ﹤0.01%
42,683
+10,329
5285
$30K ﹤0.01%
1,656
5286
$30K ﹤0.01%
2,000
5287
$30K ﹤0.01%
2,016
-399
5288
$29K ﹤0.01%
2,269
+214
5289
$29K ﹤0.01%
850
-1,900
5290
$29K ﹤0.01%
3,012
+12
5291
$29K ﹤0.01%
1,795
+444
5292
$29K ﹤0.01%
266
+60
5293
$29K ﹤0.01%
9,047
-77,259
5294
$29K ﹤0.01%
618
+125
5295
$29K ﹤0.01%
47,409
-62,711
5296
$29K ﹤0.01%
1,000
+200
5297
$29K ﹤0.01%
1,861
+337
5298
$29K ﹤0.01%
5,151
+724
5299
$29K ﹤0.01%
278
5300
$29K ﹤0.01%
1,306
+289