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
1001
$40.3M 0.01%
950,113
-5,544,519
1002
$40.2M 0.01%
1,027,282
-275,244
1003
$40.2M 0.01%
388,352
+1,506
1004
$39.9M 0.01%
433,678
+62,423
1005
$39.9M 0.01%
845,897
+138,779
1006
$39.8M 0.01%
630,020
+377,287
1007
$39.8M 0.01%
1,374,540
+235,524
1008
$39.7M 0.01%
944,802
+6,332
1009
$39.7M 0.01%
1,258,292
-94,015
1010
$39.6M 0.01%
1,684,313
+166,328
1011
$39.6M 0.01%
1,472,499
+150,522
1012
$39.5M 0.01%
470,940
+56,531
1013
$39.5M 0.01%
678,572
-263,922
1014
$39.4M 0.01%
9,981,892
+852,480
1015
$39.2M 0.01%
1,082,163
-43,595
1016
$39.1M 0.01%
1,178,739
+193,076
1017
$39.1M 0.01%
666,620
+15,096
1018
$39M 0.01%
340,373
-169,682
1019
$38.9M 0.01%
707,185
-84,797
1020
$38.6M 0.01%
674,759
-22,093
1021
$38.6M 0.01%
453,844
-25,979
1022
$38.5M 0.01%
533,470
-111,478
1023
$38.5M 0.01%
3,488,000
+176,656
1024
$38.2M 0.01%
783,248
+86,833
1025
$38.2M 0.01%
1,181,231
-289,779