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
1076
$35.5M 0.01%
433,197
-6,993
1077
$35.5M 0.01%
485,780
-45,077
1078
$35.5M 0.01%
1,089,312
-59,204
1079
$35.5M 0.01%
820,294
+49,944
1080
$35.4M 0.01%
1,030,424
+141,970
1081
$35.4M 0.01%
36,403
+6,151
1082
$35.4M 0.01%
1,141,887
+62,928
1083
$35.3M 0.01%
861,384
+47,024
1084
$35.3M 0.01%
2,031,130
-801,089
1085
$35.1M 0.01%
1,584,080
-50,732
1086
$35.1M 0.01%
1,232,822
+247,040
1087
$35.1M 0.01%
1,334,466
-331,113
1088
$35M 0.01%
819,178
+707,480
1089
$34.9M 0.01%
1,681,491
+523,129
1090
$34.8M 0.01%
1,080,962
-92,416
1091
$34.8M 0.01%
1,961,874
+196,618
1092
$34.6M 0.01%
305,961
-60,106
1093
$34.6M 0.01%
404,530
+12,873
1094
$34.6M 0.01%
567,431
-8,065
1095
$34.6M 0.01%
674,365
+57,760
1096
$34.6M 0.01%
1,512,976
+159,069
1097
$34.5M 0.01%
650,724
+160,022
1098
$34.5M 0.01%
339,250
-74,415
1099
$34.4M 0.01%
1,248,943
-27,152
1100
$34.4M 0.01%
886,688
+168,173