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
3126
$2.39M ﹤0.01%
69,025
+1,816
3127
$2.39M ﹤0.01%
68,663
-31,802
3128
$2.39M ﹤0.01%
94,627
-98,289
3129
$2.39M ﹤0.01%
117,643
-8,570
3130
$2.39M ﹤0.01%
127,561
+58,546
3131
$2.39M ﹤0.01%
38,956
+17,760
3132
$2.38M ﹤0.01%
73,545
-45,991
3133
$2.38M ﹤0.01%
118,715
+22,812
3134
$2.38M ﹤0.01%
248,645
+35,066
3135
$2.37M ﹤0.01%
147,865
+121,502
3136
$2.37M ﹤0.01%
53,598
-2,916
3137
$2.37M ﹤0.01%
187,393
+87,867
3138
$2.36M ﹤0.01%
155,939
+34,529
3139
$2.36M ﹤0.01%
160,317
+36,812
3140
$2.36M ﹤0.01%
97,762
+17,421
3141
$2.36M ﹤0.01%
57,971
-2,088
3142
$2.35M ﹤0.01%
489,588
+4,880
3143
$2.34M ﹤0.01%
31,946
-24,925
3144
$2.34M ﹤0.01%
80,921
+25,945
3145
$2.34M ﹤0.01%
53,651
-44,708
3146
$2.33M ﹤0.01%
244,687
+68,475
3147
$2.32M ﹤0.01%
179,103
+28,323
3148
$2.32M ﹤0.01%
79,660
+53,505
3149
$2.31M ﹤0.01%
3,858
-4,156
3150
$2.29M ﹤0.01%
123,862
+96,511