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
2651
$4.52M ﹤0.01%
67,458
-41,973
2652
$4.51M ﹤0.01%
69,881
-17,796
2653
$4.51M ﹤0.01%
36,003
-2,041
2654
$4.51M ﹤0.01%
155,786
+8,899
2655
$4.51M ﹤0.01%
135,356
-34,058
2656
$4.5M ﹤0.01%
56,393
+10,579
2657
$4.5M ﹤0.01%
507,284
-338,236
2658
$4.5M ﹤0.01%
366,547
+83,634
2659
$4.5M ﹤0.01%
84,155
+4,253
2660
$4.5M ﹤0.01%
166,512
-126,794
2661
$4.49M ﹤0.01%
400,356
-4,082
2662
$4.48M ﹤0.01%
369,937
+7,497
2663
$4.47M ﹤0.01%
108,084
-45,504
2664
$4.47M ﹤0.01%
103,689
-5,263
2665
$4.47M ﹤0.01%
237,691
+54,685
2666
$4.45M ﹤0.01%
332,795
-7,279
2667
$4.45M ﹤0.01%
218,199
+9,369
2668
$4.45M ﹤0.01%
747,733
+87,702
2669
$4.42M ﹤0.01%
383,542
+311,282
2670
$4.41M ﹤0.01%
112,381
-26,716
2671
$4.41M ﹤0.01%
369,697
-187,530
2672
$4.41M ﹤0.01%
223,587
+77,653
2673
$4.38M ﹤0.01%
137,908
-7,225
2674
$4.36M ﹤0.01%
117,576
+47,150
2675
$4.35M ﹤0.01%
43,121
+4,691