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
1601
$17.4M ﹤0.01%
877,026
-261,714
1602
$17.4M ﹤0.01%
812,648
-21,911
1603
$17.3M ﹤0.01%
414,156
-75,700
1604
$17.3M ﹤0.01%
545,850
-91,748
1605
$17.3M ﹤0.01%
389,573
-232,376
1606
$17.3M ﹤0.01%
668,242
-37,528
1607
$17.2M ﹤0.01%
217,877
+6,409
1608
$17.2M ﹤0.01%
349,924
+9,815
1609
$17.2M ﹤0.01%
892,797
+64,010
1610
$17.2M ﹤0.01%
107,163
+36,530
1611
$17.1M ﹤0.01%
280,666
-101,092
1612
$17.1M ﹤0.01%
578,179
+86,033
1613
$17.1M ﹤0.01%
187,591
+28,173
1614
$17.1M ﹤0.01%
252,057
+45,479
1615
$17M ﹤0.01%
1,541,037
-221,131
1616
$17M ﹤0.01%
441,216
+57,581
1617
$17M ﹤0.01%
305,779
+28,676
1618
$17M ﹤0.01%
2,327,176
-2,635
1619
$16.9M ﹤0.01%
804,731
+98,081
1620
$16.9M ﹤0.01%
487,664
-175,278
1621
$16.9M ﹤0.01%
1,255,807
-4,555,137
1622
$16.8M ﹤0.01%
1,086,044
-24,784
1623
$16.8M ﹤0.01%
1,130,988
-829,416
1624
$16.8M ﹤0.01%
445,997
+155,541
1625
$16.8M ﹤0.01%
204,065
+58,038