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
2976
$2.91M ﹤0.01%
54,190
+24,806
2977
$2.9M ﹤0.01%
117,858
+548
2978
$2.9M ﹤0.01%
78,821
-26,479
2979
$2.89M ﹤0.01%
75,074
-23,310
2980
$2.89M ﹤0.01%
166,555
+142,076
2981
$2.89M ﹤0.01%
3,039
-250
2982
$2.88M ﹤0.01%
333,690
-33,870
2983
$2.88M ﹤0.01%
51,412
+34,163
2984
$2.88M ﹤0.01%
180,247
+82,796
2985
$2.88M ﹤0.01%
139,087
+500
2986
$2.87M ﹤0.01%
132,505
-222,246
2987
$2.87M ﹤0.01%
56,844
+1,481
2988
$2.86M ﹤0.01%
146,623
+95,951
2989
$2.86M ﹤0.01%
1,011,484
-95,992
2990
$2.86M ﹤0.01%
20,694
+12,376
2991
$2.86M ﹤0.01%
286,769
+105,620
2992
$2.86M ﹤0.01%
174,198
-9,499
2993
$2.85M ﹤0.01%
9,062
-4,028
2994
$2.84M ﹤0.01%
75,013
+60,418
2995
$2.83M ﹤0.01%
555,847
+40,680
2996
$2.83M ﹤0.01%
79,269
+9,826
2997
$2.83M ﹤0.01%
130,349
+55,792
2998
$2.82M ﹤0.01%
116,895
-2,499
2999
$2.82M ﹤0.01%
61,220
+46,756
3000
$2.82M ﹤0.01%
47,856
-6,160