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
2901
$3.24M ﹤0.01%
301,255
+69,118
2902
$3.24M ﹤0.01%
169,483
+144,106
2903
$3.24M ﹤0.01%
56,345
+5,467
2904
$3.23M ﹤0.01%
54,217
+20,379
2905
$3.23M ﹤0.01%
386,765
+2,236
2906
$3.22M ﹤0.01%
93,652
+414
2907
$3.22M ﹤0.01%
97,838
+47,490
2908
$3.21M ﹤0.01%
156,715
+11,105
2909
$3.21M ﹤0.01%
133,634
+37,387
2910
$3.21M ﹤0.01%
161,419
-65,811
2911
$3.21M ﹤0.01%
230,925
+46,665
2912
$3.2M ﹤0.01%
100,402
+29,807
2913
$3.2M ﹤0.01%
506,701
+323,908
2914
$3.2M ﹤0.01%
179,981
-404,544
2915
$3.2M ﹤0.01%
302,040
+91,695
2916
$3.2M ﹤0.01%
49,016
+12,693
2917
$3.19M ﹤0.01%
82,554
+37,589
2918
$3.19M ﹤0.01%
628,424
-40,687
2919
$3.19M ﹤0.01%
126,455
+43,605
2920
$3.17M ﹤0.01%
101,346
+9,644
2921
$3.17M ﹤0.01%
193,277
+63,031
2922
$3.17M ﹤0.01%
159,889
+11,096
2923
$3.17M ﹤0.01%
220,701
-7,073
2924
$3.16M ﹤0.01%
237,226
+62,276
2925
$3.16M ﹤0.01%
250,027
+101,716