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
1401
$22.7M ﹤0.01%
1,627,936
-48,651
1402
$22.6M ﹤0.01%
262,297
+217,093
1403
$22.6M ﹤0.01%
514,757
+74,742
1404
$22.6M ﹤0.01%
365,651
+107,090
1405
$22.6M ﹤0.01%
343,614
+27,383
1406
$22.5M ﹤0.01%
337,906
+28,476
1407
$22.5M ﹤0.01%
767,000
-73,502
1408
$22.4M ﹤0.01%
902,053
+207,609
1409
$22.3M ﹤0.01%
1,547,759
+122
1410
$22.3M ﹤0.01%
168,942
+167,904
1411
$22.3M ﹤0.01%
1,042,588
+86,906
1412
$22.3M ﹤0.01%
545,472
-80,319
1413
$22.3M ﹤0.01%
298,002
+3,615
1414
$22.3M ﹤0.01%
319,235
-57,924
1415
$22.3M ﹤0.01%
677,022
-138,650
1416
$22.2M ﹤0.01%
516,285
+73,875
1417
$22.2M ﹤0.01%
379,511
+140,316
1418
$22.2M ﹤0.01%
335,047
+3,070
1419
$22.2M ﹤0.01%
385,490
+62,073
1420
$22.2M ﹤0.01%
595,462
-83,427
1421
$22.2M ﹤0.01%
1,088,231
-453,929
1422
$22M ﹤0.01%
1,124,848
+369,698
1423
$21.9M ﹤0.01%
789,512
+137,087
1424
$21.9M ﹤0.01%
519,198
+187,838
1425
$21.9M ﹤0.01%
551,988
+64,506