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
1851
$12.7M ﹤0.01%
105,442
+41,393
1852
$12.6M ﹤0.01%
251,297
+32,776
1853
$12.6M ﹤0.01%
14,899
-7,045
1854
$12.6M ﹤0.01%
489,245
-119,651
1855
$12.6M ﹤0.01%
293,420
+235,812
1856
$12.6M ﹤0.01%
172,440
+430
1857
$12.6M ﹤0.01%
225,815
+33,672
1858
$12.6M ﹤0.01%
580,021
-21,352
1859
$12.6M ﹤0.01%
429,982
+43,480
1860
$12.5M ﹤0.01%
385,592
-37,938
1861
$12.5M ﹤0.01%
457,306
+252,288
1862
$12.5M ﹤0.01%
169,395
+47,908
1863
$12.5M ﹤0.01%
208,671
-16,059
1864
$12.4M ﹤0.01%
731,113
+44,470
1865
$12.4M ﹤0.01%
421,931
+22,409
1866
$12.4M ﹤0.01%
178,014
-17,257
1867
$12.4M ﹤0.01%
242,463
-22,728
1868
$12.4M ﹤0.01%
518,783
-130,184
1869
$12.4M ﹤0.01%
156,217
+51,367
1870
$12.4M ﹤0.01%
197,800
-12,316
1871
$12.3M ﹤0.01%
85,910
+24,195
1872
$12.3M ﹤0.01%
630,325
-18,395
1873
$12.3M ﹤0.01%
597,603
-182,724
1874
$12.3M ﹤0.01%
1,039,152
+226,461
1875
$12.3M ﹤0.01%
815,237
+48,767