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
1876
$12.3M ﹤0.01%
943,060
+68,472
1877
$12.3M ﹤0.01%
269,031
-1,354
1878
$12.3M ﹤0.01%
527,102
-6,956
1879
$12.2M ﹤0.01%
225,176
-79,690
1880
$12.2M ﹤0.01%
475,461
+106,335
1881
$12.2M ﹤0.01%
178,330
+815
1882
$12.2M ﹤0.01%
107,936
-35,727
1883
$12.2M ﹤0.01%
235,253
+43,286
1884
$12.2M ﹤0.01%
418,774
-105,747
1885
$12.2M ﹤0.01%
437,642
+188,268
1886
$12.1M ﹤0.01%
824,509
-16,461
1887
$12.1M ﹤0.01%
308,683
+16,970
1888
$12.1M ﹤0.01%
1,094,310
+126,822
1889
$12.1M ﹤0.01%
542,110
-18,602
1890
$12.1M ﹤0.01%
157,992
+4,223
1891
$12.1M ﹤0.01%
446,455
+112,353
1892
$12.1M ﹤0.01%
507,269
+265,715
1893
$12.1M ﹤0.01%
181,752
-200,052
1894
$12M ﹤0.01%
1,082,208
-133,147
1895
$12M ﹤0.01%
285,975
+56,671
1896
$12M ﹤0.01%
468,145
+22,007
1897
$12M ﹤0.01%
1,405,364
+179,599
1898
$12M ﹤0.01%
323,835
+28,026
1899
$12M ﹤0.01%
204,629
+338
1900
$11.9M ﹤0.01%
578,867
+47,952