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
2251
$7.67M ﹤0.01%
274,416
+9,436
2252
$7.65M ﹤0.01%
546,464
+11,727
2253
$7.65M ﹤0.01%
49,608
+9,033
2254
$7.63M ﹤0.01%
630,250
+399,900
2255
$7.62M ﹤0.01%
276,382
+132,588
2256
$7.62M ﹤0.01%
140,006
+20,728
2257
$7.61M ﹤0.01%
740,351
+104,189
2258
$7.6M ﹤0.01%
271,118
+6,653
2259
$7.6M ﹤0.01%
391,320
-42,458
2260
$7.6M ﹤0.01%
107,081
+36,143
2261
$7.59M ﹤0.01%
457,131
-80,096
2262
$7.59M ﹤0.01%
162,729
+60,407
2263
$7.58M ﹤0.01%
150,103
+42,338
2264
$7.55M ﹤0.01%
455,817
+56,333
2265
$7.55M ﹤0.01%
831,299
+329,803
2266
$7.55M ﹤0.01%
58,572
-21,146
2267
$7.53M ﹤0.01%
263,302
+47,776
2268
$7.51M ﹤0.01%
202,547
-7,922
2269
$7.51M ﹤0.01%
137,273
-67,969
2270
$7.51M ﹤0.01%
229,277
-81,613
2271
$7.5M ﹤0.01%
392,488
-418,225
2272
$7.48M ﹤0.01%
278,237
-12,430
2273
$7.48M ﹤0.01%
95,125
-7,000
2274
$7.46M ﹤0.01%
273,807
-5,648
2275
$7.45M ﹤0.01%
161,676
+39,953