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
2851
$3.43M ﹤0.01%
133,788
+17,264
2852
$3.43M ﹤0.01%
414,972
+61,998
2853
$3.42M ﹤0.01%
106,387
+10,965
2854
$3.42M ﹤0.01%
263,293
-15,513
2855
$3.42M ﹤0.01%
194,725
+35,243
2856
$3.42M ﹤0.01%
134,439
+86,042
2857
$3.41M ﹤0.01%
22,696
+747
2858
$3.41M ﹤0.01%
66,644
+38,088
2859
$3.4M ﹤0.01%
108,880
-14,044
2860
$3.4M ﹤0.01%
52,373
+2,535
2861
$3.4M ﹤0.01%
58,544
-6,648
2862
$3.4M ﹤0.01%
224,342
+7,373
2863
$3.38M ﹤0.01%
238,507
-2,400
2864
$3.37M ﹤0.01%
100,714
+8,806
2865
$3.37M ﹤0.01%
169,931
+156,538
2866
$3.36M ﹤0.01%
98,572
+14,679
2867
$3.36M ﹤0.01%
55,311
-683
2868
$3.36M ﹤0.01%
55,417
+5,385
2869
$3.35M ﹤0.01%
104,376
+1,704
2870
$3.35M ﹤0.01%
129,912
+24,666
2871
$3.35M ﹤0.01%
278,979
+40,116
2872
$3.35M ﹤0.01%
63,212
+57,992
2873
$3.35M ﹤0.01%
356,994
+76,176
2874
$3.35M ﹤0.01%
267,061
-112,432
2875
$3.35M ﹤0.01%
55,417
-48,027