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
3326
$1.8M ﹤0.01%
35,665
+13,451
3327
$1.8M ﹤0.01%
112,524
-13,863
3328
$1.8M ﹤0.01%
21,153
+354
3329
$1.8M ﹤0.01%
97,420
+49,277
3330
$1.79M ﹤0.01%
44,938
-18,800
3331
$1.79M ﹤0.01%
150,145
+23,091
3332
$1.79M ﹤0.01%
35,767
+27,286
3333
$1.78M ﹤0.01%
63,623
+6,248
3334
$1.78M ﹤0.01%
53,320
+2,929
3335
$1.78M ﹤0.01%
72,522
+13,894
3336
$1.78M ﹤0.01%
182,148
-5,544
3337
$1.77M ﹤0.01%
245,665
+51,800
3338
$1.77M ﹤0.01%
8,583
-4,005
3339
$1.77M ﹤0.01%
22,165
+925
3340
$1.77M ﹤0.01%
31,532
+5,726
3341
$1.77M ﹤0.01%
103,275
+3,892
3342
$1.77M ﹤0.01%
43,985
+22,985
3343
$1.77M ﹤0.01%
229,540
+190,817
3344
$1.77M ﹤0.01%
29,732
+14,112
3345
$1.76M ﹤0.01%
81,906
+14,931
3346
$1.75M ﹤0.01%
57,146
-30,352
3347
$1.75M ﹤0.01%
24,704
+9,798
3348
$1.75M ﹤0.01%
207,260
+103,068
3349
$1.75M ﹤0.01%
99,279
+25,745
3350
$1.74M ﹤0.01%
+36,728