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
2751
$3.99M ﹤0.01%
183,910
-32,748
2752
$3.98M ﹤0.01%
236,492
+22,597
2753
$3.98M ﹤0.01%
312,294
+60,147
2754
$3.98M ﹤0.01%
287,857
+54,747
2755
$3.97M ﹤0.01%
205,624
+130,667
2756
$3.96M ﹤0.01%
208,185
+29,652
2757
$3.96M ﹤0.01%
77,531
+5,463
2758
$3.96M ﹤0.01%
129,951
+18,220
2759
$3.96M ﹤0.01%
85,877
-11,865
2760
$3.95M ﹤0.01%
151,699
+8,477
2761
$3.94M ﹤0.01%
40,605
+31,935
2762
$3.94M ﹤0.01%
2,051,744
+233,211
2763
$3.93M ﹤0.01%
237,942
+37,271
2764
$3.92M ﹤0.01%
85,297
+11,849
2765
$3.92M ﹤0.01%
980,389
+269,202
2766
$3.91M ﹤0.01%
171,733
-20,676
2767
$3.91M ﹤0.01%
164,927
-17,731
2768
$3.9M ﹤0.01%
232,670
+232,384
2769
$3.9M ﹤0.01%
111,051
-26,642
2770
$3.9M ﹤0.01%
111,660
+18,172
2771
$3.89M ﹤0.01%
166,097
+44,633
2772
$3.89M ﹤0.01%
275,653
+19,189
2773
$3.88M ﹤0.01%
173,189
+9,109
2774
$3.88M ﹤0.01%
198,078
+5,445
2775
$3.88M ﹤0.01%
68,756
+2,108