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
876
$49.9M 0.01%
1,603,372
+557,149
877
$49.8M 0.01%
1,205,503
-484,462
878
$49.8M 0.01%
1,565,922
-23,226
879
$49.7M 0.01%
1,045,379
-122,157
880
$49.7M 0.01%
616,886
+33,590
881
$49.7M 0.01%
850,021
+235,349
882
$49.5M 0.01%
518,880
-31,996
883
$49.4M 0.01%
1,490,504
-168,939
884
$49.3M 0.01%
1,295,326
+164,678
885
$49.3M 0.01%
1,237,484
+290,194
886
$49.3M 0.01%
223,720
+10,034
887
$49.2M 0.01%
462,535
-15,884
888
$49.2M 0.01%
774,912
+177,163
889
$49.1M 0.01%
2,020,652
+600,671
890
$49.1M 0.01%
684,716
+58,115
891
$49M 0.01%
1,003,571
-7,930
892
$48.7M 0.01%
2,373,224
+1,126,404
893
$48.6M 0.01%
912,438
-152,278
894
$48.6M 0.01%
521,911
-38,361
895
$48.4M 0.01%
1,110,255
+76,085
896
$48.3M 0.01%
1,527,800
+866,380
897
$48.3M 0.01%
3,361,027
-26,278
898
$48.3M 0.01%
1,307,498
-72,804
899
$48.2M 0.01%
1,376,959
+5,288
900
$48.2M 0.01%
14,183,704
-596,756