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
2926
$3.14M ﹤0.01%
596,086
+166,254
2927
$3.14M ﹤0.01%
161,050
+750
2928
$3.14M ﹤0.01%
126,499
+541
2929
$3.14M ﹤0.01%
104,540
+28,233
2930
$3.13M ﹤0.01%
194,180
+111,483
2931
$3.13M ﹤0.01%
219,974
+24,466
2932
$3.12M ﹤0.01%
136,746
+48,526
2933
$3.12M ﹤0.01%
117,882
-9,846
2934
$3.12M ﹤0.01%
54,253
-13,589
2935
$3.12M ﹤0.01%
477,182
+452,297
2936
$3.12M ﹤0.01%
110,894
+19,148
2937
$3.12M ﹤0.01%
135,533
-217,739
2938
$3.11M ﹤0.01%
124,290
+11,192
2939
$3.1M ﹤0.01%
249,976
+63,724
2940
$3.1M ﹤0.01%
225,348
-22,122
2941
$3.1M ﹤0.01%
108,400
+25,265
2942
$3.09M ﹤0.01%
252,895
+19,424
2943
$3.09M ﹤0.01%
61,597
+41,948
2944
$3.08M ﹤0.01%
244,649
+34,014
2945
$3.08M ﹤0.01%
84,575
+42,539
2946
$3.07M ﹤0.01%
197,144
-56,767
2947
$3.07M ﹤0.01%
43,162
-6,572
2948
$3.06M ﹤0.01%
358,184
+269
2949
$3.06M ﹤0.01%
109,981
+58,300
2950
$3.05M ﹤0.01%
198,074
+23,592