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
1801
$13.5M ﹤0.01%
1,428,625
-14,230
1802
$13.5M ﹤0.01%
1,150,037
+19,705
1803
$13.5M ﹤0.01%
456,036
+95,872
1804
$13.5M ﹤0.01%
720,579
-82,191
1805
$13.5M ﹤0.01%
306,243
-30,633
1806
$13.4M ﹤0.01%
388,589
-21,278
1807
$13.4M ﹤0.01%
194,678
-19,761
1808
$13.4M ﹤0.01%
256,819
+27,851
1809
$13.3M ﹤0.01%
284,610
-16,466
1810
$13.3M ﹤0.01%
341,184
+72,021
1811
$13.3M ﹤0.01%
265,662
-28,394
1812
$13.3M ﹤0.01%
994,424
-249,777
1813
$13.3M ﹤0.01%
215,344
-39,524
1814
$13.2M ﹤0.01%
1,750,392
+1,066,808
1815
$13.2M ﹤0.01%
228,433
+1,794
1816
$13.2M ﹤0.01%
1,668,344
-96,128
1817
$13.2M ﹤0.01%
317,967
+17,530
1818
$13.2M ﹤0.01%
140,545
-36
1819
$13.1M ﹤0.01%
949,853
-81,811
1820
$13.1M ﹤0.01%
165,668
+152,366
1821
$13.1M ﹤0.01%
405,308
+104,441
1822
$13M ﹤0.01%
259,335
+29,757
1823
$13M ﹤0.01%
1,523,472
+103,828
1824
$13M ﹤0.01%
276,568
-1,737
1825
$13M ﹤0.01%
293,631
+117,136