Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
101
$1.19B 0.24%
18,226,900
+184,874
102
$1.13B 0.23%
16,841,488
+879,822
103
$1.12B 0.22%
9,117,307
-62,467
104
$1.11B 0.22%
8,338,357
+858,922
105
$1.11B 0.22%
13,501,406
+814,274
106
$1.1B 0.22%
29,483,719
+1,415,828
107
$1.09B 0.22%
19,889,715
-3,043,394
108
$1.07B 0.21%
23,980,486
-2,999,472
109
$1.06B 0.21%
9,949,842
+114,042
110
$1.06B 0.21%
12,245,548
+6,248,060
111
$1.06B 0.21%
6,885,394
-137,115
112
$1.03B 0.21%
8,693,318
+2,030,491
113
$1.02B 0.2%
46,682,290
-8,203,590
114
$1.01B 0.2%
32,128,384
-1,352,404
115
$1.01B 0.2%
7,597,520
-2,352,864
116
$1.01B 0.2%
13,256,865
+526,423
117
$998M 0.2%
22,462,425
+2,091,254
118
$996M 0.2%
7,151,299
+754,782
119
$981M 0.2%
16,224,066
+2,063,603
120
$967M 0.19%
7,958,105
+607,777
121
$958M 0.19%
7,078,798
+648,140
122
$955M 0.19%
20,022,402
-2,783,796
123
$953M 0.19%
16,320,820
-130,642
124
$935M 0.19%
10,263,484
-510,475
125
$929M 0.19%
6,092,492
-236,485