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
3501
$1.43M ﹤0.01%
152,580
+29,982
3502
$1.43M ﹤0.01%
52,719
+7,770
3503
$1.43M ﹤0.01%
99,091
+13,951
3504
$1.43M ﹤0.01%
112,730
+2,841
3505
$1.42M ﹤0.01%
31,678
-2,462
3506
$1.42M ﹤0.01%
79,300
+34,358
3507
$1.42M ﹤0.01%
345,108
+237,143
3508
$1.42M ﹤0.01%
93,923
+21,486
3509
$1.42M ﹤0.01%
52,203
-13,644
3510
$1.42M ﹤0.01%
63,059
-54,134
3511
$1.42M ﹤0.01%
24,958
-1,776
3512
$1.42M ﹤0.01%
118,410
+9,550
3513
$1.41M ﹤0.01%
125,367
+42,825
3514
$1.41M ﹤0.01%
83,826
+8,614
3515
$1.41M ﹤0.01%
57,123
+2,065
3516
$1.41M ﹤0.01%
86,247
+1,060
3517
$1.4M ﹤0.01%
29,907
+6,389
3518
$1.4M ﹤0.01%
158,104
+69,899
3519
$1.4M ﹤0.01%
33,505
+1,551
3520
$1.4M ﹤0.01%
142,518
+112,315
3521
$1.4M ﹤0.01%
91,247
+7,421
3522
$1.4M ﹤0.01%
43,306
-1,792
3523
$1.4M ﹤0.01%
71,654
-11,681
3524
$1.4M ﹤0.01%
155,844
+110,628
3525
$1.39M ﹤0.01%
51,087
+27,879