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
3376
$1.68M ﹤0.01%
105,830
+81,688
3377
$1.68M ﹤0.01%
313,670
-8,966
3378
$1.68M ﹤0.01%
98,825
+28,324
3379
$1.68M ﹤0.01%
121,705
+32,696
3380
$1.68M ﹤0.01%
66,561
+22,952
3381
$1.68M ﹤0.01%
109,751
-8,705
3382
$1.67M ﹤0.01%
96,172
-18,653
3383
$1.67M ﹤0.01%
66,050
+9,313
3384
$1.67M ﹤0.01%
245,360
-106,180
3385
$1.66M ﹤0.01%
62,670
-6,256
3386
$1.66M ﹤0.01%
121,423
+109,590
3387
$1.66M ﹤0.01%
127,930
-57,030
3388
$1.66M ﹤0.01%
61,972
+11,443
3389
$1.66M ﹤0.01%
2,294
-50
3390
$1.66M ﹤0.01%
137,225
+31,838
3391
$1.65M ﹤0.01%
59,875
-19,503
3392
$1.65M ﹤0.01%
53,474
+34,429
3393
$1.65M ﹤0.01%
202,767
-187,301
3394
$1.65M ﹤0.01%
97,589
+20,106
3395
$1.65M ﹤0.01%
110,747
+10,213
3396
$1.64M ﹤0.01%
57,892
+8,119
3397
$1.64M ﹤0.01%
25,020
+5,908
3398
$1.63M ﹤0.01%
548,070
+60,301
3399
$1.63M ﹤0.01%
30,943
+16,228
3400
$1.63M ﹤0.01%
51,529
+24,321