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
1476
$20.2M ﹤0.01%
2,398,337
+868,964
1477
$20.2M ﹤0.01%
497,924
+171,871
1478
$20.2M ﹤0.01%
164,359
+32,396
1479
$20.2M ﹤0.01%
635,551
+38,259
1480
$20.2M ﹤0.01%
405,694
+19,256
1481
$20.2M ﹤0.01%
347,176
-168,035
1482
$20.1M ﹤0.01%
652,275
-165,747
1483
$20.1M ﹤0.01%
236,702
+150,521
1484
$20M ﹤0.01%
341,189
-169,253
1485
$20M ﹤0.01%
335,527
+66,763
1486
$20M ﹤0.01%
1,735,456
+43,810
1487
$19.9M ﹤0.01%
399,411
-534,858
1488
$19.9M ﹤0.01%
1,455,733
-639
1489
$19.9M ﹤0.01%
908,990
+263,111
1490
$19.9M ﹤0.01%
303,224
+20,136
1491
$19.9M ﹤0.01%
1,324,933
-110,887
1492
$19.8M ﹤0.01%
821,716
+428,148
1493
$19.8M ﹤0.01%
377,026
-103,393
1494
$19.8M ﹤0.01%
380,939
+103,616
1495
$19.8M ﹤0.01%
533,478
-5,506
1496
$19.8M ﹤0.01%
118,245
-8,830
1497
$19.8M ﹤0.01%
518,782
+16,016
1498
$19.7M ﹤0.01%
374,758
+21,521
1499
$19.6M ﹤0.01%
260,403
+38,748
1500
$19.6M ﹤0.01%
432,692
-648,839