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
3201
$2.11M ﹤0.01%
34,379
+11,802
3202
$2.11M ﹤0.01%
18,147
+9,208
3203
$2.11M ﹤0.01%
139,704
+1,362
3204
$2.11M ﹤0.01%
58,942
+35,144
3205
$2.11M ﹤0.01%
164,977
+23,174
3206
$2.11M ﹤0.01%
98,140
+12,071
3207
$2.09M ﹤0.01%
199,292
+80,373
3208
$2.09M ﹤0.01%
48,673
-8,877
3209
$2.09M ﹤0.01%
140,750
+19,671
3210
$2.09M ﹤0.01%
92,892
-58,286
3211
$2.09M ﹤0.01%
41,722
-20,147
3212
$2.09M ﹤0.01%
108,679
+13,199
3213
$2.09M ﹤0.01%
122,695
-6,134
3214
$2.09M ﹤0.01%
128,992
+7,585
3215
$2.08M ﹤0.01%
41,100
-22,399
3216
$2.08M ﹤0.01%
172,015
+41,648
3217
$2.08M ﹤0.01%
61,794
-3,198
3218
$2.08M ﹤0.01%
157,222
-5,887
3219
$2.07M ﹤0.01%
158,150
+36,178
3220
$2.07M ﹤0.01%
66,322
+49,893
3221
$2.07M ﹤0.01%
181,388
+7,548
3222
$2.07M ﹤0.01%
103,858
+29,162
3223
$2.06M ﹤0.01%
178,010
+11,763
3224
$2.06M ﹤0.01%
151,248
+63,315
3225
$2.06M ﹤0.01%
58,063
-39,300