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
2501
$5.4M ﹤0.01%
76,265
+34,065
2502
$5.39M ﹤0.01%
371,574
+113,044
2503
$5.38M ﹤0.01%
215,749
+65,734
2504
$5.35M ﹤0.01%
117,415
-315,778
2505
$5.35M ﹤0.01%
259,283
+3,905
2506
$5.35M ﹤0.01%
219,567
+14,994
2507
$5.35M ﹤0.01%
213,917
+198,936
2508
$5.35M ﹤0.01%
281,469
+42,697
2509
$5.34M ﹤0.01%
82,729
+11,980
2510
$5.33M ﹤0.01%
212,864
+59,958
2511
$5.31M ﹤0.01%
178,642
+63,483
2512
$5.31M ﹤0.01%
194,004
-18,611
2513
$5.31M ﹤0.01%
102,292
-37,317
2514
$5.31M ﹤0.01%
81,648
+43,224
2515
$5.31M ﹤0.01%
298,976
+15,439
2516
$5.3M ﹤0.01%
539,246
+31,412
2517
$5.3M ﹤0.01%
211,296
+30,108
2518
$5.3M ﹤0.01%
47,748
+11,036
2519
$5.28M ﹤0.01%
201,940
+73,360
2520
$5.27M ﹤0.01%
286,204
+51,268
2521
$5.25M ﹤0.01%
105,400
-1,028
2522
$5.25M ﹤0.01%
2,070,600
+1,741,450
2523
$5.24M ﹤0.01%
219,778
+10,437
2524
$5.24M ﹤0.01%
294,822
-430,278
2525
$5.23M ﹤0.01%
397,823
+71,696