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
2276
$7.41M ﹤0.01%
273,426
+109,938
2277
$7.39M ﹤0.01%
195,578
+14,444
2278
$7.39M ﹤0.01%
362,984
+47,761
2279
$7.36M ﹤0.01%
161,082
-93,378
2280
$7.35M ﹤0.01%
644,924
-37,835
2281
$7.35M ﹤0.01%
380,812
-43,385
2282
$7.34M ﹤0.01%
575,601
+127,192
2283
$7.33M ﹤0.01%
310,040
+266,187
2284
$7.33M ﹤0.01%
314,210
+92,784
2285
$7.33M ﹤0.01%
355,580
+44,460
2286
$7.33M ﹤0.01%
85,317
+20,303
2287
$7.29M ﹤0.01%
237,509
-35,160
2288
$7.29M ﹤0.01%
489,126
+102,865
2289
$7.28M ﹤0.01%
99,056
+16,136
2290
$7.28M ﹤0.01%
283,302
+4,297
2291
$7.25M ﹤0.01%
248,114
+44,938
2292
$7.25M ﹤0.01%
166,047
-9,546
2293
$7.22M ﹤0.01%
764,881
+50,843
2294
$7.21M ﹤0.01%
142,035
-3,616
2295
$7.2M ﹤0.01%
193,060
+17,463
2296
$7.2M ﹤0.01%
110,884
+32,351
2297
$7.2M ﹤0.01%
295,555
+7,813
2298
$7.19M ﹤0.01%
422,725
-44,842
2299
$7.18M ﹤0.01%
197,623
-2,640,311
2300
$7.15M ﹤0.01%
555,900
-37,149