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
2201
$8.16M ﹤0.01%
174,365
-456,984
2202
$8.15M ﹤0.01%
731,344
+181,731
2203
$8.14M ﹤0.01%
533,969
-51,939
2204
$8.14M ﹤0.01%
278,849
+31,246
2205
$8.13M ﹤0.01%
565,156
-83,251
2206
$8.13M ﹤0.01%
543,563
+5,456
2207
$8.12M ﹤0.01%
271,257
+30,348
2208
$8.12M ﹤0.01%
259,692
-123,900
2209
$8.12M ﹤0.01%
190,628
+23,751
2210
$8.08M ﹤0.01%
97,443
+8,888
2211
$8.08M ﹤0.01%
1,836,177
+436,568
2212
$8.06M ﹤0.01%
289,692
-7,545
2213
$8.06M ﹤0.01%
271,628
-480,876
2214
$8.06M ﹤0.01%
252,293
+28,118
2215
$8.04M ﹤0.01%
519,711
+422,337
2216
$8.03M ﹤0.01%
35,349
+16,954
2217
$8.02M ﹤0.01%
237,316
-5,750
2218
$7.98M ﹤0.01%
131,679
-35,880
2219
$7.97M ﹤0.01%
335,494
+105,526
2220
$7.96M ﹤0.01%
453,807
-7,387
2221
$7.95M ﹤0.01%
273,511
+112,277
2222
$7.94M ﹤0.01%
246,254
+134,285
2223
$7.92M ﹤0.01%
322,255
+49,108
2224
$7.91M ﹤0.01%
429,117
+64,109
2225
$7.91M ﹤0.01%
566,798
+299,522