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
3026
$2.7M ﹤0.01%
42,297
-18,085
3027
$2.7M ﹤0.01%
88,799
-72,730
3028
$2.7M ﹤0.01%
206,125
+112,971
3029
$2.7M ﹤0.01%
28,557
+16,589
3030
$2.69M ﹤0.01%
74,022
-46,911
3031
$2.69M ﹤0.01%
51,683
-51,541
3032
$2.69M ﹤0.01%
45,610
+2,124
3033
$2.69M ﹤0.01%
142,385
-191,584
3034
$2.68M ﹤0.01%
5,226
+507
3035
$2.68M ﹤0.01%
469,255
+149,546
3036
$2.68M ﹤0.01%
114,465
+54,961
3037
$2.68M ﹤0.01%
104,160
-20,427
3038
$2.68M ﹤0.01%
59,017
-10,327
3039
$2.68M ﹤0.01%
78,251
+15,602
3040
$2.67M ﹤0.01%
86,283
+56,205
3041
$2.66M ﹤0.01%
187,436
+46,618
3042
$2.66M ﹤0.01%
111,551
-49,249
3043
$2.66M ﹤0.01%
12,124
-3,507
3044
$2.66M ﹤0.01%
46,883
-1,869
3045
$2.66M ﹤0.01%
88,813
+34,268
3046
$2.66M ﹤0.01%
41,110
+8,326
3047
$2.66M ﹤0.01%
57,797
+32,998
3048
$2.65M ﹤0.01%
71,613
+27,422
3049
$2.65M ﹤0.01%
305,348
-2,349
3050
$2.65M ﹤0.01%
101,923
+18,901