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
1726
$15M ﹤0.01%
270,024
-104,119
1727
$15M ﹤0.01%
426,150
+106,869
1728
$15M ﹤0.01%
98,059
+25,740
1729
$15M ﹤0.01%
288,396
-76,365
1730
$14.9M ﹤0.01%
450,939
-45,610
1731
$14.9M ﹤0.01%
1,093,570
-26,316
1732
$14.9M ﹤0.01%
417,892
-502,707
1733
$14.8M ﹤0.01%
695,706
-240,692
1734
$14.8M ﹤0.01%
131,325
-4,965
1735
$14.8M ﹤0.01%
853,608
+150,352
1736
$14.8M ﹤0.01%
429,782
+40,517
1737
$14.8M ﹤0.01%
773,727
+325,168
1738
$14.8M ﹤0.01%
451,389
-194,593
1739
$14.8M ﹤0.01%
635,609
-42,184
1740
$14.7M ﹤0.01%
924,447
+73,319
1741
$14.7M ﹤0.01%
242,781
+38,601
1742
$14.7M ﹤0.01%
95,215
-15,793
1743
$14.7M ﹤0.01%
267,686
-48,102
1744
$14.7M ﹤0.01%
1,022,893
-102,286
1745
$14.7M ﹤0.01%
273,197
+7,858
1746
$14.7M ﹤0.01%
263,239
+9,883
1747
$14.7M ﹤0.01%
597,920
+449,346
1748
$14.7M ﹤0.01%
132,071
+102,992
1749
$14.7M ﹤0.01%
266,267
+53,790
1750
$14.6M ﹤0.01%
874,024
+805,809