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
2526
$5.22M ﹤0.01%
104,834
+57,916
2527
$5.22M ﹤0.01%
96,648
+33,540
2528
$5.21M ﹤0.01%
105,227
-1,657
2529
$5.21M ﹤0.01%
312,507
-16,612
2530
$5.2M ﹤0.01%
341,063
+260,119
2531
$5.19M ﹤0.01%
171,688
-24,193
2532
$5.19M ﹤0.01%
124,438
+39,479
2533
$5.18M ﹤0.01%
365,947
-36,869
2534
$5.18M ﹤0.01%
1,339,518
+127,695
2535
$5.18M ﹤0.01%
232,836
+46,792
2536
$5.18M ﹤0.01%
53,335
+2,578
2537
$5.17M ﹤0.01%
85,336
-49,143
2538
$5.16M ﹤0.01%
121,900
+15,396
2539
$5.15M ﹤0.01%
25,827
+4,828
2540
$5.14M ﹤0.01%
283,053
+51,340
2541
$5.12M ﹤0.01%
192,907
+76,041
2542
$5.12M ﹤0.01%
143,947
-1,404
2543
$5.1M ﹤0.01%
353,739
+86,945
2544
$5.09M ﹤0.01%
310,461
-88,538
2545
$5.07M ﹤0.01%
212,269
+7,783
2546
$5.07M ﹤0.01%
301,464
-520,454
2547
$5.07M ﹤0.01%
76,654
+9,649
2548
$5.07M ﹤0.01%
94,008
-558
2549
$5.07M ﹤0.01%
85,941
+5,058
2550
$5.07M ﹤0.01%
66,027
-19,757