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
1326
$24.9M 0.01%
305,337
+60,125
1327
$24.9M 0.01%
316,193
+41,136
1328
$24.8M ﹤0.01%
445,475
+71,181
1329
$24.7M ﹤0.01%
454,416
-45,953
1330
$24.7M ﹤0.01%
935,151
-427,975
1331
$24.7M ﹤0.01%
792,987
+52,779
1332
$24.6M ﹤0.01%
1,040,956
-938,960
1333
$24.5M ﹤0.01%
1,638,560
+639,306
1334
$24.5M ﹤0.01%
851,212
+52,623
1335
$24.4M ﹤0.01%
184,309
-4,426
1336
$24.4M ﹤0.01%
1,227,581
+109,691
1337
$24.3M ﹤0.01%
424,332
-10,571
1338
$24.3M ﹤0.01%
378,197
+18,217
1339
$24.3M ﹤0.01%
631,439
+31,939
1340
$24.3M ﹤0.01%
955,879
+47,599
1341
$24.3M ﹤0.01%
2,938,336
+1,141,088
1342
$24.3M ﹤0.01%
1,604,169
+75,169
1343
$24.3M ﹤0.01%
390,232
+3,914
1344
$24.3M ﹤0.01%
1,009,574
+255,139
1345
$24.2M ﹤0.01%
470,956
+237,972
1346
$24.2M ﹤0.01%
850,380
-17,012
1347
$24.2M ﹤0.01%
1,113,134
+198,652
1348
$24.2M ﹤0.01%
722,223
-389
1349
$24.2M ﹤0.01%
1,109,563
-25,532
1350
$24.2M ﹤0.01%
1,079,033
+218,808