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
1151
$32M 0.01%
1,351,945
+11,702
1152
$32M 0.01%
3,109,267
+144,943
1153
$32M 0.01%
2,533,920
+150,175
1154
$31.9M 0.01%
504,133
+74,987
1155
$31.8M 0.01%
405,300
-32,510
1156
$31.7M 0.01%
493,557
-308,686
1157
$31.7M 0.01%
456,465
-9,373
1158
$31.7M 0.01%
645,036
+80,045
1159
$31.7M 0.01%
677,078
+52,663
1160
$31.6M 0.01%
1,250,736
-176,352
1161
$31.5M 0.01%
477,172
-29,185
1162
$31.4M 0.01%
260,998
-11,965
1163
$31.4M 0.01%
2,382,737
+861,502
1164
$31.3M 0.01%
1,409,994
+243,234
1165
$31.2M 0.01%
432,500
-9,000
1166
$31.2M 0.01%
990,674
-65,428
1167
$31.2M 0.01%
1,509,606
+236,156
1168
$31.1M 0.01%
1,118,126
-112,506
1169
$31M 0.01%
1,177,130
-206,350
1170
$31M 0.01%
1,615,601
+141,714
1171
$30.9M 0.01%
746,658
-22,198
1172
$30.9M 0.01%
549,567
+68,026
1173
$30.9M 0.01%
565,424
-30,274
1174
$30.8M 0.01%
1,496,740
-406,039
1175
$30.8M 0.01%
758,708
+375,871