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
1051
$36.8M 0.01%
1,809,165
+873,767
1052
$36.7M 0.01%
1,226,670
-1,225,144
1053
$36.7M 0.01%
490,964
+39,212
1054
$36.7M 0.01%
357,258
+35,342
1055
$36.4M 0.01%
2,826,075
+228,363
1056
$36.3M 0.01%
189,173
-51,000
1057
$36.3M 0.01%
743,444
+17,317
1058
$36.3M 0.01%
1,927,795
+598,781
1059
$36.2M 0.01%
900,447
-32,848
1060
$36.2M 0.01%
1,564,106
+489,598
1061
$36.1M 0.01%
471,238
+15,920
1062
$36.1M 0.01%
400,922
+54,560
1063
$36.1M 0.01%
1,571,572
+74,924
1064
$36.1M 0.01%
367,709
+46,807
1065
$36.1M 0.01%
530,739
+50,323
1066
$36.1M 0.01%
2,320,363
+178,623
1067
$36M 0.01%
530,724
+102,275
1068
$36M 0.01%
1,505,174
+456,173
1069
$36M 0.01%
297,917
+64,288
1070
$36M 0.01%
1,926,816
-2,570,719
1071
$35.9M 0.01%
695,476
+484,311
1072
$35.8M 0.01%
584,310
+209,057
1073
$35.8M 0.01%
592,715
+153,535
1074
$35.7M 0.01%
21,303,420
+10,923,379
1075
$35.6M 0.01%
6,561,435
-2,218,465