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
5351
$26K ﹤0.01%
+5,453
5352
$26K ﹤0.01%
218
5353
$25K ﹤0.01%
1,201
+269
5354
$25K ﹤0.01%
2,230
+494
5355
$25K ﹤0.01%
5,000
5356
$25K ﹤0.01%
79
5357
$25K ﹤0.01%
463
+91
5358
$25K ﹤0.01%
3,455
+525
5359
$25K ﹤0.01%
19,103
5360
$25K ﹤0.01%
1,645
+367
5361
$25K ﹤0.01%
2,298
-43,616
5362
$25K ﹤0.01%
2,794
-712
5363
$25K ﹤0.01%
636
+83
5364
$25K ﹤0.01%
2,438
+1,145
5365
$25K ﹤0.01%
200
5366
$25K ﹤0.01%
3,257
+1,152
5367
$25K ﹤0.01%
2,154
+384
5368
$25K ﹤0.01%
8,976
+1,803
5369
$25K ﹤0.01%
1,805
-444
5370
$25K ﹤0.01%
16,825
+10,480
5371
$25K ﹤0.01%
6,300
-83,385
5372
$25K ﹤0.01%
1,654
5373
$25K ﹤0.01%
1,500
5374
$25K ﹤0.01%
4,254
+836
5375
$24K ﹤0.01%
5,726
+1,287