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
2101
$9.19M ﹤0.01%
553,610
+406,044
2102
$9.17M ﹤0.01%
391,996
+146,560
2103
$9.16M ﹤0.01%
106,274
+6,825
2104
$9.15M ﹤0.01%
616,348
+71,288
2105
$9.14M ﹤0.01%
472,448
-13,468
2106
$9.13M ﹤0.01%
103,833
+39,856
2107
$9.13M ﹤0.01%
449,077
+98,483
2108
$9.12M ﹤0.01%
305,327
+43,313
2109
$9.08M ﹤0.01%
360,929
+223,682
2110
$9.07M ﹤0.01%
343,326
+79,330
2111
$9.07M ﹤0.01%
1,365,314
+65,042
2112
$9.06M ﹤0.01%
305,678
+12,703
2113
$9.06M ﹤0.01%
357,535
+60,796
2114
$9.06M ﹤0.01%
238,615
-50,087
2115
$9.05M ﹤0.01%
817,363
-204,809
2116
$9.02M ﹤0.01%
835,560
+29,643
2117
$9.02M ﹤0.01%
174,791
+68,040
2118
$9.01M ﹤0.01%
334,442
-205,310
2119
$9M ﹤0.01%
806,215
+28,796
2120
$8.99M ﹤0.01%
321,458
+12,318
2121
$8.99M ﹤0.01%
1,518,586
+22,878
2122
$8.98M ﹤0.01%
231,032
-8,788
2123
$8.98M ﹤0.01%
104,363
+1,046
2124
$8.96M ﹤0.01%
567,632
-37,802
2125
$8.94M ﹤0.01%
203,355
+110,337