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
3526
$1.39M ﹤0.01%
51,480
-1,309
3527
$1.39M ﹤0.01%
45,275
+24,824
3528
$1.39M ﹤0.01%
56,049
+1,190
3529
$1.39M ﹤0.01%
126,051
+19,360
3530
$1.38M ﹤0.01%
39,159
+31,192
3531
$1.38M ﹤0.01%
32,985
+9,773
3532
$1.38M ﹤0.01%
133,588
+23,626
3533
$1.38M ﹤0.01%
38,781
+16,052
3534
$1.38M ﹤0.01%
49,374
-44,601
3535
$1.38M ﹤0.01%
104,171
+4,587
3536
$1.38M ﹤0.01%
53,238
+12,517
3537
$1.37M ﹤0.01%
300,045
+54,692
3538
$1.37M ﹤0.01%
30,500
3539
$1.37M ﹤0.01%
83,280
+23,983
3540
$1.37M ﹤0.01%
68,034
+27,384
3541
$1.36M ﹤0.01%
12,351
+55
3542
$1.36M ﹤0.01%
181,565
+9,543
3543
$1.36M ﹤0.01%
41,163
-3,453
3544
$1.36M ﹤0.01%
33,342
-4,294
3545
$1.36M ﹤0.01%
34,756
+20,728
3546
$1.35M ﹤0.01%
134,028
-26,551
3547
$1.35M ﹤0.01%
100,587
+35,547
3548
$1.35M ﹤0.01%
214,915
-203,341
3549
$1.35M ﹤0.01%
78,223
-39,767
3550
$1.35M ﹤0.01%
18,446
-3,404