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
1426
$21.8M ﹤0.01%
162,379
-47,521
1427
$21.8M ﹤0.01%
1,044,583
+193,068
1428
$21.7M ﹤0.01%
916,082
+407,178
1429
$21.7M ﹤0.01%
92,654
-21,668
1430
$21.6M ﹤0.01%
979,623
+110,619
1431
$21.6M ﹤0.01%
698,093
+81,110
1432
$21.6M ﹤0.01%
799,180
-28,062
1433
$21.4M ﹤0.01%
317,350
+10,221
1434
$21.4M ﹤0.01%
461,552
-112,635
1435
$21.4M ﹤0.01%
521,548
+47,714
1436
$21.4M ﹤0.01%
796,545
+95,067
1437
$21.4M ﹤0.01%
1,423,086
+121,633
1438
$21.4M ﹤0.01%
697,600
+219,129
1439
$21.3M ﹤0.01%
1,223,204
-51,642
1440
$21.3M ﹤0.01%
414,826
-78,440
1441
$21.3M ﹤0.01%
521,606
-257,082
1442
$21.3M ﹤0.01%
367,981
-417,579
1443
$21.3M ﹤0.01%
420,881
+193,257
1444
$21.3M ﹤0.01%
429,079
-32,509
1445
$21.2M ﹤0.01%
1,535,582
+90,995
1446
$21.2M ﹤0.01%
459,433
-136,339
1447
$21.1M ﹤0.01%
608,314
+54,155
1448
$21.1M ﹤0.01%
997,171
+190,588
1449
$21.1M ﹤0.01%
513,056
+9,814
1450
$21.1M ﹤0.01%
391,763
+82,731