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
2801
$3.71M ﹤0.01%
56,013
+23,631
2802
$3.69M ﹤0.01%
401,158
-86,391
2803
$3.69M ﹤0.01%
94,520
-11,135
2804
$3.69M ﹤0.01%
141,871
+20,650
2805
$3.68M ﹤0.01%
341,975
-11,961
2806
$3.68M ﹤0.01%
3,096
-968
2807
$3.68M ﹤0.01%
66,253
-8,664
2808
$3.68M ﹤0.01%
135,708
-12,307
2809
$3.66M ﹤0.01%
86,951
-1,029
2810
$3.66M ﹤0.01%
86,183
+31,500
2811
$3.66M ﹤0.01%
179,336
+21,972
2812
$3.64M ﹤0.01%
88,593
+2,553
2813
$3.64M ﹤0.01%
94,552
+39,908
2814
$3.63M ﹤0.01%
57,030
+3,877
2815
$3.62M ﹤0.01%
226,233
+89,308
2816
$3.62M ﹤0.01%
46,150
+25,135
2817
$3.62M ﹤0.01%
314,809
-10,048
2818
$3.62M ﹤0.01%
383,180
+81,852
2819
$3.61M ﹤0.01%
178,501
+73,636
2820
$3.61M ﹤0.01%
490,889
+48,571
2821
$3.61M ﹤0.01%
52,293
+8,654
2822
$3.6M ﹤0.01%
27,258
+2,020
2823
$3.6M ﹤0.01%
108,501
-7,223
2824
$3.58M ﹤0.01%
101,029
+33,233
2825
$3.56M ﹤0.01%
166,861
+36,670