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
1651
$16.3M ﹤0.01%
869,831
-443,162
1652
$16.3M ﹤0.01%
572,574
+162,428
1653
$16.3M ﹤0.01%
218,140
+36,251
1654
$16.3M ﹤0.01%
531,779
-212,808
1655
$16.2M ﹤0.01%
1,172,926
+168,346
1656
$16.2M ﹤0.01%
242,073
+146,100
1657
$16.2M ﹤0.01%
57,332
+5,092
1658
$16.2M ﹤0.01%
303,153
+232,802
1659
$16.2M ﹤0.01%
194,139
+14,860
1660
$16.2M ﹤0.01%
1,694,002
+406,943
1661
$16.1M ﹤0.01%
885,116
+33,780
1662
$16.1M ﹤0.01%
834,076
-105,991
1663
$16.1M ﹤0.01%
497,715
-78,538
1664
$16.1M ﹤0.01%
774,299
+81,751
1665
$16.1M ﹤0.01%
485,628
+342,858
1666
$16M ﹤0.01%
773,616
+143,436
1667
$16M ﹤0.01%
3,174,914
-168,062
1668
$16M ﹤0.01%
631,168
+25,085
1669
$16M ﹤0.01%
617,036
+173,655
1670
$16M ﹤0.01%
470,724
+291,070
1671
$16M ﹤0.01%
237,315
-2,009
1672
$16M ﹤0.01%
561,807
-377,312
1673
$16M ﹤0.01%
1,017,315
+565,920
1674
$16M ﹤0.01%
366,745
+59,139
1675
$15.9M ﹤0.01%
345,652
-196,559