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
2476
$5.58M ﹤0.01%
648,583
-48,328
2477
$5.58M ﹤0.01%
954,564
-427,764
2478
$5.58M ﹤0.01%
958,599
+681,573
2479
$5.58M ﹤0.01%
125,898
+24,140
2480
$5.57M ﹤0.01%
1,351,175
-102,686
2481
$5.56M ﹤0.01%
188,330
+129,085
2482
$5.55M ﹤0.01%
120,315
-35,434
2483
$5.54M ﹤0.01%
157,622
+2,344
2484
$5.53M ﹤0.01%
612,053
+17,782
2485
$5.53M ﹤0.01%
174,082
-24,950
2486
$5.53M ﹤0.01%
225,301
+72,306
2487
$5.51M ﹤0.01%
165,301
-864,898
2488
$5.5M ﹤0.01%
291,555
+70,705
2489
$5.49M ﹤0.01%
497,644
-4,085,065
2490
$5.48M ﹤0.01%
90,292
-3,766
2491
$5.48M ﹤0.01%
123,701
+38,855
2492
$5.47M ﹤0.01%
252,705
+16,052
2493
$5.45M ﹤0.01%
108,324
-32,435
2494
$5.43M ﹤0.01%
177,209
+174,126
2495
$5.42M ﹤0.01%
50,043
-970
2496
$5.42M ﹤0.01%
151,222
+56,083
2497
$5.41M ﹤0.01%
200,066
-138,114
2498
$5.4M ﹤0.01%
355,806
+58,810
2499
$5.4M ﹤0.01%
108,248
+13,857
2500
$5.4M ﹤0.01%
369,857
+60,445