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
2176
$8.42M ﹤0.01%
189,044
-9,127
2177
$8.41M ﹤0.01%
208,344
-124,847
2178
$8.39M ﹤0.01%
104,413
+5,686
2179
$8.38M ﹤0.01%
200,452
+3,678
2180
$8.34M ﹤0.01%
182,534
-64,015
2181
$8.32M ﹤0.01%
360,835
+14,577
2182
$8.28M ﹤0.01%
400,444
-15,520
2183
$8.27M ﹤0.01%
368,281
+163,210
2184
$8.26M ﹤0.01%
167,013
+10,269
2185
$8.26M ﹤0.01%
261,886
+152,664
2186
$8.25M ﹤0.01%
348,100
-234,179
2187
$8.24M ﹤0.01%
221,177
+4,685
2188
$8.24M ﹤0.01%
522,475
-9,778
2189
$8.23M ﹤0.01%
219,467
+48,311
2190
$8.23M ﹤0.01%
202,466
+89,817
2191
$8.21M ﹤0.01%
118,088
-19,091
2192
$8.21M ﹤0.01%
188,077
+37,062
2193
$8.21M ﹤0.01%
135,376
+37,780
2194
$8.21M ﹤0.01%
341,766
+4,259
2195
$8.19M ﹤0.01%
309,894
+58,756
2196
$8.19M ﹤0.01%
144,916
+33,772
2197
$8.19M ﹤0.01%
69,162
+11,967
2198
$8.18M ﹤0.01%
501,152
-143,072
2199
$8.17M ﹤0.01%
208,245
-73,912
2200
$8.17M ﹤0.01%
401,850
+101,608