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
1951
$11.2M ﹤0.01%
291,221
-5,482
1952
$11.2M ﹤0.01%
108,835
+24,057
1953
$11.1M ﹤0.01%
255,435
+19,452
1954
$11.1M ﹤0.01%
224,465
+26,210
1955
$11.1M ﹤0.01%
212,310
+35,575
1956
$11.1M ﹤0.01%
175,508
+162,235
1957
$11.1M ﹤0.01%
615,191
+14,493
1958
$11M ﹤0.01%
180,146
-92,531
1959
$11M ﹤0.01%
535,639
+160,956
1960
$11M ﹤0.01%
531,740
+50,215
1961
$11M ﹤0.01%
273,632
+8,659
1962
$11M ﹤0.01%
70,500
-18,398
1963
$10.9M ﹤0.01%
950,352
-12,518
1964
$10.9M ﹤0.01%
208,897
+108,588
1965
$10.9M ﹤0.01%
218,235
+154,429
1966
$10.9M ﹤0.01%
776,789
-176,946
1967
$10.8M ﹤0.01%
971,385
-205,192
1968
$10.8M ﹤0.01%
202,487
+54,793
1969
$10.8M ﹤0.01%
487,562
-82,707
1970
$10.8M ﹤0.01%
179,411
-17,015
1971
$10.8M ﹤0.01%
676,305
+264,800
1972
$10.8M ﹤0.01%
381,068
+216,087
1973
$10.8M ﹤0.01%
17,263
-2,722
1974
$10.8M ﹤0.01%
287,100
-11,936
1975
$10.8M ﹤0.01%
429,852
+126,223