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
2076
$9.41M ﹤0.01%
119,448
+65,099
2077
$9.4M ﹤0.01%
526,669
-64,021
2078
$9.39M ﹤0.01%
302,202
-7,299
2079
$9.39M ﹤0.01%
367,767
+24,158
2080
$9.38M ﹤0.01%
334,881
+179,847
2081
$9.37M ﹤0.01%
71,217
+23,728
2082
$9.37M ﹤0.01%
1,166,984
+833,339
2083
$9.37M ﹤0.01%
184,087
+99,486
2084
$9.37M ﹤0.01%
755,292
-93,297
2085
$9.36M ﹤0.01%
567,054
-67,302
2086
$9.35M ﹤0.01%
713,553
-46,367
2087
$9.34M ﹤0.01%
93,165
-28,326
2088
$9.33M ﹤0.01%
303,649
-8,574
2089
$9.33M ﹤0.01%
423,168
-107,434
2090
$9.32M ﹤0.01%
236,916
+93,529
2091
$9.32M ﹤0.01%
372,783
-23,103
2092
$9.3M ﹤0.01%
859,168
-96,839
2093
$9.29M ﹤0.01%
332,498
-44,303
2094
$9.27M ﹤0.01%
1,372,606
+217,615
2095
$9.24M ﹤0.01%
336,641
-405,210
2096
$9.24M ﹤0.01%
192,960
+39,397
2097
$9.22M ﹤0.01%
520,580
-52,154
2098
$9.21M ﹤0.01%
255,949
+157,795
2099
$9.21M ﹤0.01%
165,999
+11,268
2100
$9.2M ﹤0.01%
498,184
+56,187