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
3701
$1.04M ﹤0.01%
74,290
+54,025
3702
$1.03M ﹤0.01%
6,306
-155
3703
$1.03M ﹤0.01%
58,874
+22,809
3704
$1.03M ﹤0.01%
84,383
+30,587
3705
$1.03M ﹤0.01%
50,978
-12,087
3706
$1.03M ﹤0.01%
86,103
+40,446
3707
$1.03M ﹤0.01%
24,956
-10,433
3708
$1.03M ﹤0.01%
65,781
+17,610
3709
$1.03M ﹤0.01%
52,095
-42,300
3710
$1.03M ﹤0.01%
21,018
+2,688
3711
$1.03M ﹤0.01%
54,073
+8,637
3712
$1.03M ﹤0.01%
128,918
+111,918
3713
$1.03M ﹤0.01%
25,208
+22,583
3714
$1.02M ﹤0.01%
170,559
+47,533
3715
$1.02M ﹤0.01%
16,611
+9,001
3716
$1.02M ﹤0.01%
2,644
+1,231
3717
$1.02M ﹤0.01%
155,893
+26,366
3718
$1.02M ﹤0.01%
+30,993
3719
$1.01M ﹤0.01%
68,725
+7,071
3720
$1.01M ﹤0.01%
37,450
+4,441
3721
$1.01M ﹤0.01%
45,292
+99
3722
$1.01M ﹤0.01%
23,295
+11,511
3723
$1.01M ﹤0.01%
42,743
-19,963
3724
$1.01M ﹤0.01%
36,112
-26,877
3725
$1.01M ﹤0.01%
55,065
-51,660