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
701
$73.9M 0.01%
777,482
+209,048
702
$73.7M 0.01%
2,527,380
-253,108
703
$73.6M 0.01%
1,332,137
+124,811
704
$73.5M 0.01%
379,625
-40,317
705
$73.4M 0.01%
1,607,712
+428,298
706
$73.2M 0.01%
653,196
-141,131
707
$73.1M 0.01%
345,853
-83,222
708
$73M 0.01%
586,840
+169,526
709
$72.9M 0.01%
365,909
-22,464
710
$72.3M 0.01%
1,877,207
-1,945,232
711
$72.2M 0.01%
676,032
-22,012
712
$71.8M 0.01%
3,993,585
+401,495
713
$71.8M 0.01%
3,867,600
-1,732,830
714
$71.5M 0.01%
523,024
+17,202
715
$71.5M 0.01%
3,451,908
+968,220
716
$71.4M 0.01%
562,470
+28,781
717
$70.8M 0.01%
1,581,559
-602,827
718
$70.6M 0.01%
2,935,739
-395,233
719
$70.2M 0.01%
4,530,885
+875,642
720
$69.2M 0.01%
2,849,697
+1,731,711
721
$68.9M 0.01%
1,172,359
-164,588
722
$68.8M 0.01%
1,787,060
-3,044,707
723
$68.7M 0.01%
5,284,104
+1,406,352
724
$68.6M 0.01%
1,348,397
+157,718
725
$68.4M 0.01%
1,795,687
-378,628