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
2151
$8.7M ﹤0.01%
219,305
+48,270
2152
$8.66M ﹤0.01%
218,335
+30,969
2153
$8.66M ﹤0.01%
229,792
+33,053
2154
$8.62M ﹤0.01%
538,930
-49,950
2155
$8.62M ﹤0.01%
216,187
+70,104
2156
$8.59M ﹤0.01%
53,962
-40,982
2157
$8.56M ﹤0.01%
378,592
+35,327
2158
$8.55M ﹤0.01%
492,826
+240,420
2159
$8.55M ﹤0.01%
85,746
+61,964
2160
$8.52M ﹤0.01%
496,582
-5,362
2161
$8.5M ﹤0.01%
250,742
-4,733
2162
$8.5M ﹤0.01%
420,376
+98,640
2163
$8.49M ﹤0.01%
368,391
+268,946
2164
$8.49M ﹤0.01%
3,076,185
+1,096,498
2165
$8.48M ﹤0.01%
145,168
-6,038
2166
$8.48M ﹤0.01%
186,490
+27,698
2167
$8.48M ﹤0.01%
877,517
+10,788
2168
$8.47M ﹤0.01%
336,629
+183,190
2169
$8.46M ﹤0.01%
638,510
-392
2170
$8.45M ﹤0.01%
175,072
+43,363
2171
$8.45M ﹤0.01%
316,357
-19,592
2172
$8.45M ﹤0.01%
513,444
+66,895
2173
$8.43M ﹤0.01%
97,234
+11,127
2174
$8.43M ﹤0.01%
322,340
+313,952
2175
$8.42M ﹤0.01%
593,204
+35,187