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
1101
$34.3M 0.01%
3,298,366
+265,524
1102
$34.3M 0.01%
817,385
-77,856
1103
$34.2M 0.01%
658,397
+64,658
1104
$34.2M 0.01%
4,755,548
+2,275,479
1105
$34.2M 0.01%
939,546
+183,012
1106
$34.1M 0.01%
2,390,424
+819,837
1107
$33.9M 0.01%
435,428
+178,978
1108
$33.8M 0.01%
2,445,736
+308,257
1109
$33.8M 0.01%
540,717
+99,912
1110
$33.6M 0.01%
1,652,908
+27,619
1111
$33.6M 0.01%
235,426
-78,578
1112
$33.5M 0.01%
780,113
-306,048
1113
$33.4M 0.01%
521,435
-98,736
1114
$33.4M 0.01%
1,364,297
+882,041
1115
$33.4M 0.01%
666,594
+116,057
1116
$33.3M 0.01%
1,111,155
+235,526
1117
$33.3M 0.01%
746,838
-6,882
1118
$33.3M 0.01%
1,001,457
+7,236
1119
$33.3M 0.01%
882,382
+50,519
1120
$33.2M 0.01%
1,263,342
+215,560
1121
$33.2M 0.01%
322,508
+47,524
1122
$33.2M 0.01%
282,521
+46,892
1123
$33.1M 0.01%
383,504
+1,441
1124
$33.1M 0.01%
1,308,990
+453,908
1125
$33M 0.01%
3,262,085
+908,521