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
901
$48.1M 0.01%
1,031,859
-96,592
902
$48M 0.01%
1,129,330
+311,337
903
$47.9M 0.01%
3,281,524
+767,576
904
$47.8M 0.01%
5,025,492
+896,862
905
$47.7M 0.01%
1,391,173
+50,061
906
$47.5M 0.01%
2,645,760
-860,840
907
$47.2M 0.01%
967,017
+14,511
908
$47.2M 0.01%
1,526,036
+149,672
909
$47.1M 0.01%
523,813
-80,643
910
$47M 0.01%
53,454
+374
911
$47M 0.01%
1,027,457
-107,305
912
$46.9M 0.01%
1,541,164
+325,122
913
$46.8M 0.01%
1,325,693
-133,261
914
$46.8M 0.01%
947,494
+499,871
915
$46.8M 0.01%
749,084
+149,602
916
$46.7M 0.01%
416,457
-76,936
917
$46.6M 0.01%
2,061,277
+131,134
918
$46.4M 0.01%
898,772
-177,946
919
$46.4M 0.01%
1,693,529
+35,839
920
$46.4M 0.01%
1,579,136
+72,115
921
$46.3M 0.01%
633,740
+212,614
922
$46.3M 0.01%
1,155,722
+16,015
923
$46.3M 0.01%
412,596
+371,756
924
$46.3M 0.01%
475,924
-43,471
925
$46.2M 0.01%
1,767,267
-62,142