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
3101
$2.48M ﹤0.01%
27,005
+20,173
3102
$2.47M ﹤0.01%
78,148
+9,195
3103
$2.47M ﹤0.01%
56,142
-40,467
3104
$2.47M ﹤0.01%
554,756
+33,284
3105
$2.47M ﹤0.01%
8,449
+4,630
3106
$2.46M ﹤0.01%
178,756
+156,720
3107
$2.46M ﹤0.01%
303,815
-6,506
3108
$2.46M ﹤0.01%
93,222
-3,987
3109
$2.45M ﹤0.01%
138,422
+54,049
3110
$2.45M ﹤0.01%
116,301
+75,274
3111
$2.44M ﹤0.01%
79,695
-19,322
3112
$2.44M ﹤0.01%
70,536
+27,385
3113
$2.44M ﹤0.01%
53,612
-61,969
3114
$2.44M ﹤0.01%
106,538
+32,459
3115
$2.43M ﹤0.01%
116,578
+32,212
3116
$2.43M ﹤0.01%
31,046
-4,559
3117
$2.42M ﹤0.01%
46,844
-9,865
3118
$2.42M ﹤0.01%
35,439
+10,238
3119
$2.42M ﹤0.01%
91,308
+21,928
3120
$2.41M ﹤0.01%
34,830
+1,532
3121
$2.41M ﹤0.01%
152,652
+56,661
3122
$2.4M ﹤0.01%
94,314
+9,030
3123
$2.4M ﹤0.01%
176,354
-107,863
3124
$2.4M ﹤0.01%
126,687
-1,356
3125
$2.4M ﹤0.01%
20,571
+633