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
2826
$3.56M ﹤0.01%
33,909
+19,904
2827
$3.55M ﹤0.01%
257,686
-739
2828
$3.54M ﹤0.01%
232,633
+94,024
2829
$3.53M ﹤0.01%
76,653
-8,979
2830
$3.53M ﹤0.01%
146,499
+8,654
2831
$3.52M ﹤0.01%
67,494
-22,307
2832
$3.52M ﹤0.01%
101,628
+8,960
2833
$3.52M ﹤0.01%
138,926
+33,796
2834
$3.51M ﹤0.01%
66,612
-227,469
2835
$3.51M ﹤0.01%
78,027
-921
2836
$3.5M ﹤0.01%
138,626
+112,239
2837
$3.49M ﹤0.01%
269,891
+11,591
2838
$3.48M ﹤0.01%
201,671
+10,097
2839
$3.48M ﹤0.01%
254,907
+27,406
2840
$3.48M ﹤0.01%
449
+221
2841
$3.47M ﹤0.01%
70,461
+15,442
2842
$3.47M ﹤0.01%
152,107
+20,630
2843
$3.46M ﹤0.01%
49,137
+27,168
2844
$3.45M ﹤0.01%
209,555
-687,328
2845
$3.45M ﹤0.01%
51,009
-19,343
2846
$3.44M ﹤0.01%
53,376
+17,231
2847
$3.44M ﹤0.01%
360,575
+82,178
2848
$3.43M ﹤0.01%
252,401
+5,509
2849
$3.43M ﹤0.01%
34,280
+9,988
2850
$3.43M ﹤0.01%
135,980
+42,210