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
2626
$4.7M ﹤0.01%
197,792
+11,598
2627
$4.7M ﹤0.01%
477,122
-46,901
2628
$4.69M ﹤0.01%
70,119
+4,033
2629
$4.69M ﹤0.01%
85,250
+32,090
2630
$4.68M ﹤0.01%
93,444
+1,033
2631
$4.67M ﹤0.01%
469,255
+12,575
2632
$4.67M ﹤0.01%
177,627
+13,494
2633
$4.67M ﹤0.01%
109,134
+31,231
2634
$4.65M ﹤0.01%
218,265
+65,743
2635
$4.65M ﹤0.01%
192,039
+11,757
2636
$4.63M ﹤0.01%
184,567
-38,138
2637
$4.62M ﹤0.01%
55,347
+31,957
2638
$4.61M ﹤0.01%
59,452
+36,652
2639
$4.59M ﹤0.01%
193,466
+1,559
2640
$4.59M ﹤0.01%
475,904
+77,196
2641
$4.57M ﹤0.01%
232,978
-8,924
2642
$4.57M ﹤0.01%
359,049
+62,517
2643
$4.57M ﹤0.01%
702,405
-126,656
2644
$4.55M ﹤0.01%
62,012
-12,860
2645
$4.55M ﹤0.01%
227,004
+96,138
2646
$4.55M ﹤0.01%
98,100
-17,739
2647
$4.54M ﹤0.01%
102,184
+13,710
2648
$4.54M ﹤0.01%
180,476
+179,658
2649
$4.53M ﹤0.01%
148,802
+75,424
2650
$4.53M ﹤0.01%
206,025
+166,958