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
2226
$7.9M ﹤0.01%
509,964
-21,194
2227
$7.9M ﹤0.01%
319,202
-1,233
2228
$7.89M ﹤0.01%
110,929
+25,769
2229
$7.86M ﹤0.01%
163,458
+44,823
2230
$7.85M ﹤0.01%
216,594
+19,689
2231
$7.83M ﹤0.01%
540,558
+49,381
2232
$7.83M ﹤0.01%
312,389
+82,342
2233
$7.8M ﹤0.01%
222,606
+131,190
2234
$7.8M ﹤0.01%
128,780
-46,427
2235
$7.79M ﹤0.01%
104,585
-52,074
2236
$7.79M ﹤0.01%
53,874
-29,804
2237
$7.79M ﹤0.01%
447,051
+23,739
2238
$7.78M ﹤0.01%
1,343,986
-39,815
2239
$7.78M ﹤0.01%
38,698
+10,852
2240
$7.77M ﹤0.01%
143,612
+46,780
2241
$7.76M ﹤0.01%
323,676
+126,776
2242
$7.75M ﹤0.01%
195,970
-8,574
2243
$7.74M ﹤0.01%
194,377
-66,693
2244
$7.73M ﹤0.01%
312,340
+3,482
2245
$7.73M ﹤0.01%
182,477
+15,919
2246
$7.7M ﹤0.01%
541,195
+430,476
2247
$7.69M ﹤0.01%
624,392
+98,726
2248
$7.68M ﹤0.01%
550,792
-276,456
2249
$7.68M ﹤0.01%
142,260
+34,101
2250
$7.67M ﹤0.01%
193,627
-33,698