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
2051
$9.68M ﹤0.01%
309,447
+29,513
2052
$9.68M ﹤0.01%
410,622
+63,615
2053
$9.67M ﹤0.01%
432,053
-10,776
2054
$9.67M ﹤0.01%
300,874
-124,212
2055
$9.65M ﹤0.01%
334,241
+6,034
2056
$9.64M ﹤0.01%
158,235
+32,635
2057
$9.63M ﹤0.01%
130,665
-10,681
2058
$9.62M ﹤0.01%
133,659
-67,729
2059
$9.6M ﹤0.01%
458,898
-17,716
2060
$9.59M ﹤0.01%
391,081
+48,965
2061
$9.58M ﹤0.01%
427,882
-19,377
2062
$9.56M ﹤0.01%
720,409
-50,688
2063
$9.55M ﹤0.01%
334,324
-5,276
2064
$9.53M ﹤0.01%
219,478
-38,275
2065
$9.53M ﹤0.01%
293,073
-14,227
2066
$9.52M ﹤0.01%
120,159
+24,555
2067
$9.48M ﹤0.01%
490,884
+19,584
2068
$9.46M ﹤0.01%
298,353
+159,573
2069
$9.46M ﹤0.01%
1,099,917
-157,279
2070
$9.46M ﹤0.01%
307,803
+24,638
2071
$9.46M ﹤0.01%
378,126
+31,855
2072
$9.45M ﹤0.01%
278,638
+55,989
2073
$9.44M ﹤0.01%
139,079
+39,244
2074
$9.42M ﹤0.01%
241,876
+58,023
2075
$9.41M ﹤0.01%
904,573
-430,228