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
1626
$16.8M ﹤0.01%
274,932
-7,847
1627
$16.7M ﹤0.01%
453,309
-101,177
1628
$16.7M ﹤0.01%
1,529,218
-98,886
1629
$16.7M ﹤0.01%
714,990
+7,450
1630
$16.6M ﹤0.01%
1,307,475
-124,227
1631
$16.6M ﹤0.01%
351,547
-183,970
1632
$16.6M ﹤0.01%
2,562,227
+181,567
1633
$16.6M ﹤0.01%
392,177
-32,205
1634
$16.6M ﹤0.01%
299,045
+141,615
1635
$16.6M ﹤0.01%
161,173
+2,622
1636
$16.6M ﹤0.01%
343,784
+170,427
1637
$16.5M ﹤0.01%
256,193
-50,879
1638
$16.5M ﹤0.01%
271,059
+195,157
1639
$16.5M ﹤0.01%
582,574
-891,076
1640
$16.5M ﹤0.01%
899,947
-181,140
1641
$16.5M ﹤0.01%
478,706
+35,416
1642
$16.5M ﹤0.01%
1,019,955
+37,094
1643
$16.5M ﹤0.01%
970,786
+188,665
1644
$16.4M ﹤0.01%
521,885
+106,520
1645
$16.4M ﹤0.01%
914,712
-53,734
1646
$16.4M ﹤0.01%
1,229,101
+75,495
1647
$16.4M ﹤0.01%
473,439
-167,483
1648
$16.4M ﹤0.01%
621,120
-40,336
1649
$16.4M ﹤0.01%
276,622
-42,432
1650
$16.4M ﹤0.01%
548,853
+131,081