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
1451
$20.9M ﹤0.01%
662,058
-68,535
1452
$20.9M ﹤0.01%
206,616
+20,958
1453
$20.8M ﹤0.01%
460,894
+68,735
1454
$20.8M ﹤0.01%
750,629
+109,732
1455
$20.8M ﹤0.01%
+618,337
1456
$20.8M ﹤0.01%
982,019
+254,851
1457
$20.7M ﹤0.01%
907,984
-233,978
1458
$20.7M ﹤0.01%
509,990
+75,820
1459
$20.6M ﹤0.01%
628,020
+53,314
1460
$20.5M ﹤0.01%
410,904
-27,588
1461
$20.5M ﹤0.01%
426,544
+65,392
1462
$20.5M ﹤0.01%
61,092
-106,546
1463
$20.5M ﹤0.01%
623,562
+194,349
1464
$20.5M ﹤0.01%
482,073
+72,520
1465
$20.4M ﹤0.01%
1,105,014
-361,452
1466
$20.4M ﹤0.01%
312,796
-151,642
1467
$20.4M ﹤0.01%
305,559
+47,242
1468
$20.4M ﹤0.01%
861,479
+512,609
1469
$20.4M ﹤0.01%
1,079,945
+242,243
1470
$20.4M ﹤0.01%
168,154
+162,483
1471
$20.3M ﹤0.01%
503,878
+19,063
1472
$20.3M ﹤0.01%
516,640
+79,160
1473
$20.3M ﹤0.01%
314,202
+30,009
1474
$20.3M ﹤0.01%
371,478
+76,266
1475
$20.3M ﹤0.01%
2,425,910
+13,774