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
2126
$8.94M ﹤0.01%
1,093,735
+272,190
2127
$8.93M ﹤0.01%
262,513
-12,015
2128
$8.91M ﹤0.01%
263,510
-74,878
2129
$8.89M ﹤0.01%
319,959
-61,513
2130
$8.88M ﹤0.01%
167,342
+33,608
2131
$8.86M ﹤0.01%
232,669
-6,786
2132
$8.86M ﹤0.01%
537,754
-38,687
2133
$8.86M ﹤0.01%
318,710
+128,498
2134
$8.86M ﹤0.01%
65,414
-38,067
2135
$8.85M ﹤0.01%
83,686
-41,581
2136
$8.85M ﹤0.01%
397,889
-57,762
2137
$8.85M ﹤0.01%
330,065
-120,165
2138
$8.84M ﹤0.01%
256,923
-6
2139
$8.83M ﹤0.01%
315,624
+65,466
2140
$8.83M ﹤0.01%
148,452
-35,927
2141
$8.83M ﹤0.01%
90,124
+6,944
2142
$8.82M ﹤0.01%
127,418
-8,326
2143
$8.82M ﹤0.01%
325,059
-256,807
2144
$8.81M ﹤0.01%
176,517
+26,421
2145
$8.8M ﹤0.01%
367,362
-727,329
2146
$8.8M ﹤0.01%
130,102
+33,335
2147
$8.79M ﹤0.01%
573,584
-302,382
2148
$8.76M ﹤0.01%
152,993
+19,675
2149
$8.76M ﹤0.01%
462,288
-24,807
2150
$8.73M ﹤0.01%
115,671
+43,253