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
1201
$30.1M 0.01%
834,061
-395,535
1202
$30.1M 0.01%
438,522
-137,813
1203
$30.1M 0.01%
718,208
-69,104
1204
$30.1M 0.01%
932,998
+425,182
1205
$29.9M 0.01%
1,150,058
+1,140,781
1206
$29.8M 0.01%
288,414
+25,466
1207
$29.8M 0.01%
1,394,904
+72,582
1208
$29.8M 0.01%
849,727
-52,709
1209
$29.7M 0.01%
2,000,544
-607,860
1210
$29.6M 0.01%
1,853,449
+907,440
1211
$29.5M 0.01%
1,197,463
+91,106
1212
$29.5M 0.01%
181,149
+10,395
1213
$29.4M 0.01%
429,253
+103,577
1214
$29.4M 0.01%
603,858
-57,749
1215
$29.3M 0.01%
677,630
+162,128
1216
$29.3M 0.01%
698,240
-119,828
1217
$29.2M 0.01%
738,344
-70,345
1218
$29.2M 0.01%
2,158,083
-81,373
1219
$29.1M 0.01%
657,344
-99,959
1220
$29.1M 0.01%
1,371,398
+226,548
1221
$29.1M 0.01%
368,650
+70,950
1222
$29.1M 0.01%
24,480
+11,234
1223
$29M 0.01%
989,694
-182,722
1224
$29M 0.01%
677,486
+48,295
1225
$29M 0.01%
2,162,987
+277,807