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
1926
$11.5M ﹤0.01%
282,783
-121,305
1927
$11.5M ﹤0.01%
627,269
+167,116
1928
$11.5M ﹤0.01%
183,346
-100,636
1929
$11.5M ﹤0.01%
206,640
+19,061
1930
$11.5M ﹤0.01%
553,997
+453,556
1931
$11.5M ﹤0.01%
106,107
+11,792
1932
$11.4M ﹤0.01%
552,513
-3,724
1933
$11.4M ﹤0.01%
407,363
+40,397
1934
$11.4M ﹤0.01%
577,996
-92,174
1935
$11.4M ﹤0.01%
143,683
+10,436
1936
$11.4M ﹤0.01%
221,866
-129,735
1937
$11.4M ﹤0.01%
434,880
+16,742
1938
$11.4M ﹤0.01%
362,952
+35,069
1939
$11.4M ﹤0.01%
860,102
-325,531
1940
$11.3M ﹤0.01%
486,726
+25,200
1941
$11.3M ﹤0.01%
141,636
+69,409
1942
$11.3M ﹤0.01%
225,813
+117,809
1943
$11.3M ﹤0.01%
638,715
+60,224
1944
$11.2M ﹤0.01%
382,430
+80,498
1945
$11.2M ﹤0.01%
162,061
-236,070
1946
$11.2M ﹤0.01%
106,684
-2,842
1947
$11.2M ﹤0.01%
79,193
+12,355
1948
$11.2M ﹤0.01%
175,885
+157,618
1949
$11.2M ﹤0.01%
116,453
-46,617
1950
$11.2M ﹤0.01%
192,582
+36,149