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
3176
$2.22M ﹤0.01%
298,300
+10,895
3177
$2.21M ﹤0.01%
114,920
+29,099
3178
$2.21M ﹤0.01%
35,792
+14,189
3179
$2.21M ﹤0.01%
32,231
-30,302
3180
$2.2M ﹤0.01%
177,336
+16,623
3181
$2.2M ﹤0.01%
17,596
-18,217
3182
$2.2M ﹤0.01%
240,403
-23,683
3183
$2.19M ﹤0.01%
73,028
-12,962
3184
$2.19M ﹤0.01%
44,339
+42,926
3185
$2.19M ﹤0.01%
115,377
+111,293
3186
$2.18M ﹤0.01%
71,394
-4,162
3187
$2.18M ﹤0.01%
131,202
+37,825
3188
$2.17M ﹤0.01%
278,890
+17,588
3189
$2.17M ﹤0.01%
45,162
+23,611
3190
$2.17M ﹤0.01%
+75,291
3191
$2.16M ﹤0.01%
107,355
-15,394
3192
$2.16M ﹤0.01%
148,093
+10,237
3193
$2.16M ﹤0.01%
52,664
+17,454
3194
$2.15M ﹤0.01%
164,339
-91,563
3195
$2.15M ﹤0.01%
136,780
+15,202
3196
$2.14M ﹤0.01%
63,358
+35,137
3197
$2.14M ﹤0.01%
28,082
+7,287
3198
$2.13M ﹤0.01%
108,659
+69,793
3199
$2.13M ﹤0.01%
71,190
+62,667
3200
$2.12M ﹤0.01%
+73,867