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
151
$694M 0.14%
2,221,351
+9,001
152
$692M 0.14%
12,981,748
-2,769,092
153
$685M 0.14%
1,512,291
-111,199
154
$685M 0.14%
10,085,127
-392,122
155
$681M 0.14%
7,500,091
+467,556
156
$680M 0.14%
8,051,333
-750,632
157
$677M 0.13%
13,188,161
-1,665,414
158
$668M 0.13%
5,436,189
+1,310,425
159
$666M 0.13%
8,416,977
+1,247,024
160
$663M 0.13%
3,747,896
-67,423
161
$659M 0.13%
15,392,490
+873,126
162
$657M 0.13%
15,110,926
+1,557,316
163
$638M 0.13%
5,371,699
-2,536,445
164
$630M 0.13%
11,591,803
-631,212
165
$624M 0.12%
18,992,700
-1,282,528
166
$621M 0.12%
7,045,711
-58,870
167
$618M 0.12%
22,387,934
+4,012,955
168
$616M 0.12%
12,348,969
+424,647
169
$604M 0.12%
9,149,252
-290,835
170
$598M 0.12%
10,731,706
+24,499
171
$594M 0.12%
5,712,388
-64,345
172
$594M 0.12%
2,173,458
+196,471
173
$583M 0.12%
11,558,053
+871,051
174
$572M 0.11%
5,088,131
-134,489
175
$571M 0.11%
12,766,336
+43,867