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
1826
$13M ﹤0.01%
362,412
+241,151
1827
$13M ﹤0.01%
177,763
+6,936
1828
$13M ﹤0.01%
514,808
+84,654
1829
$12.9M ﹤0.01%
353,000
+10,870
1830
$12.9M ﹤0.01%
1,098,601
+313,413
1831
$12.9M ﹤0.01%
373,080
-88,106
1832
$12.9M ﹤0.01%
469,158
+66,904
1833
$12.9M ﹤0.01%
765,382
+502,765
1834
$12.9M ﹤0.01%
194,890
+100,732
1835
$12.9M ﹤0.01%
228,259
+4,078
1836
$12.8M ﹤0.01%
282,460
-52,134
1837
$12.8M ﹤0.01%
328,928
+185,223
1838
$12.8M ﹤0.01%
789,368
-59,487
1839
$12.8M ﹤0.01%
121,914
+34,907
1840
$12.8M ﹤0.01%
612,747
-31,122
1841
$12.8M ﹤0.01%
777,681
-8,414
1842
$12.7M ﹤0.01%
265,652
+40,863
1843
$12.7M ﹤0.01%
354,722
+94,471
1844
$12.7M ﹤0.01%
534,106
-66,056
1845
$12.7M ﹤0.01%
323,951
+58,030
1846
$12.7M ﹤0.01%
284,217
-2,764
1847
$12.7M ﹤0.01%
626,780
-97,937
1848
$12.7M ﹤0.01%
703,160
-106,963
1849
$12.7M ﹤0.01%
138,464
+3,098
1850
$12.7M ﹤0.01%
248,957
-2,075