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
3076
$2.57M ﹤0.01%
85,722
+61,453
3077
$2.56M ﹤0.01%
77,026
-16,817
3078
$2.56M ﹤0.01%
318,624
+141,206
3079
$2.56M ﹤0.01%
220,553
+31,615
3080
$2.55M ﹤0.01%
479,856
+50,980
3081
$2.55M ﹤0.01%
4,141
+99
3082
$2.55M ﹤0.01%
40,361
-17,351
3083
$2.55M ﹤0.01%
284,986
+247,672
3084
$2.54M ﹤0.01%
359,406
+119,057
3085
$2.54M ﹤0.01%
236,733
+129,372
3086
$2.53M ﹤0.01%
147,129
-33,405
3087
$2.53M ﹤0.01%
50,331
+7,722
3088
$2.52M ﹤0.01%
43,143
-1,334
3089
$2.52M ﹤0.01%
172,205
-7,711
3090
$2.52M ﹤0.01%
32,239
+7,801
3091
$2.52M ﹤0.01%
25,614
+2,214
3092
$2.51M ﹤0.01%
170,559
-26,190
3093
$2.5M ﹤0.01%
135,038
-3,956
3094
$2.49M ﹤0.01%
165,170
+12,397
3095
$2.49M ﹤0.01%
108,123
-4,164
3096
$2.49M ﹤0.01%
50,985
-25,596
3097
$2.49M ﹤0.01%
155,586
+618
3098
$2.49M ﹤0.01%
207,381
+10,977
3099
$2.48M ﹤0.01%
30,832
+11,372
3100
$2.48M ﹤0.01%
109,769
-33,718