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
951
$44.3M 0.01%
913,258
-119,058
952
$44.3M 0.01%
2,239,240
-1,557,810
953
$44.2M 0.01%
2,091,688
-98,622
954
$43.9M 0.01%
1,036,061
+195,769
955
$43.8M 0.01%
1,100,728
-375,780
956
$43.7M 0.01%
935,719
+31,706
957
$43.7M 0.01%
1,474,480
+93,917
958
$43.7M 0.01%
1,391,230
-530,138
959
$43.6M 0.01%
1,678,502
+32,553
960
$43.4M 0.01%
884,174
-110,484
961
$43.3M 0.01%
1,004,335
-23,666
962
$43.3M 0.01%
537,530
-72,387
963
$43.2M 0.01%
418,810
-9,120
964
$43M 0.01%
289,598
+6,293
965
$42.8M 0.01%
1,531,570
+140,852
966
$42.8M 0.01%
421,554
+165,844
967
$42.6M 0.01%
871,884
+43,845
968
$42.6M 0.01%
897,028
+400,979
969
$42.6M 0.01%
1,180,971
+379,775
970
$42.6M 0.01%
513,485
+87,707
971
$42.5M 0.01%
329,946
-17,222
972
$42.5M 0.01%
1,018,854
+64,494
973
$42.5M 0.01%
1,003,440
+46,524
974
$42.4M 0.01%
614,051
-88,225
975
$42.3M 0.01%
478,491
+116,662