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
1526
$18.9M ﹤0.01%
189,121
+27,163
1527
$18.9M ﹤0.01%
416,179
+32,164
1528
$18.8M ﹤0.01%
553,597
+51,906
1529
$18.8M ﹤0.01%
350,905
+83,037
1530
$18.7M ﹤0.01%
310,696
+14,449
1531
$18.7M ﹤0.01%
563,577
+159,856
1532
$18.7M ﹤0.01%
316,399
-17,498
1533
$18.7M ﹤0.01%
338,488
-34,644
1534
$18.7M ﹤0.01%
825,222
-33,748
1535
$18.7M ﹤0.01%
6,816,164
+3,702,594
1536
$18.7M ﹤0.01%
760,305
+23,133
1537
$18.7M ﹤0.01%
547,228
-108,978
1538
$18.7M ﹤0.01%
746,994
+114,602
1539
$18.6M ﹤0.01%
956,798
-69,623
1540
$18.5M ﹤0.01%
385,305
-66,268
1541
$18.5M ﹤0.01%
516,319
-47,349
1542
$18.5M ﹤0.01%
518,201
+48,140
1543
$18.5M ﹤0.01%
993,694
-3,612
1544
$18.5M ﹤0.01%
1,890,445
+444,564
1545
$18.5M ﹤0.01%
746,324
+102,709
1546
$18.4M ﹤0.01%
944,068
+158,598
1547
$18.4M ﹤0.01%
360,653
-31,218
1548
$18.4M ﹤0.01%
1,212,226
+84,542
1549
$18.4M ﹤0.01%
115,241
+5,366
1550
$18.4M ﹤0.01%
817,941
+178,175