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
1301
$25.8M 0.01%
899,670
+49,586
1302
$25.8M 0.01%
881,218
-48,278
1303
$25.8M 0.01%
1,106,485
+4,817
1304
$25.7M 0.01%
196,498
-4,535
1305
$25.7M 0.01%
530,492
+92,488
1306
$25.7M 0.01%
1,061,874
-655,228
1307
$25.6M 0.01%
4,039,673
+1,537,212
1308
$25.5M 0.01%
666,192
+34,688
1309
$25.5M 0.01%
1,118,326
+601,973
1310
$25.5M 0.01%
249,704
+241,741
1311
$25.4M 0.01%
603,520
-370,890
1312
$25.4M 0.01%
474,477
-119,952
1313
$25.4M 0.01%
997,652
+183,408
1314
$25.2M 0.01%
1,309,030
+33,348
1315
$25.2M 0.01%
346,986
+28,031
1316
$25.2M 0.01%
323,173
-41,082
1317
$25.1M 0.01%
499,560
-179,247
1318
$25.1M 0.01%
987,443
+63,888
1319
$25.1M 0.01%
800,586
-94,161
1320
$25.1M 0.01%
372,851
+42,919
1321
$25.1M 0.01%
3,305,578
+128,207
1322
$25M 0.01%
550,624
-68,251
1323
$25M 0.01%
708,928
-240,917
1324
$25M 0.01%
999,636
+84,757
1325
$24.9M 0.01%
2,925,964
-66,009