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
2326
$6.85M ﹤0.01%
199,999
+25,549
2327
$6.84M ﹤0.01%
243,915
+26,058
2328
$6.84M ﹤0.01%
585,062
-70,607
2329
$6.83M ﹤0.01%
554,948
+131,521
2330
$6.82M ﹤0.01%
234,902
+56,626
2331
$6.82M ﹤0.01%
282,194
+113,455
2332
$6.81M ﹤0.01%
97,697
+26,432
2333
$6.8M ﹤0.01%
155,643
-44,655
2334
$6.79M ﹤0.01%
179,246
+39,455
2335
$6.79M ﹤0.01%
430,639
-207,834
2336
$6.79M ﹤0.01%
2,324,094
-3,411,856
2337
$6.78M ﹤0.01%
267,494
+63,049
2338
$6.77M ﹤0.01%
485,580
+76,461
2339
$6.75M ﹤0.01%
264,029
-44,368
2340
$6.74M ﹤0.01%
422,697
+196,418
2341
$6.74M ﹤0.01%
452,707
+28,348
2342
$6.73M ﹤0.01%
516,858
+186,929
2343
$6.71M ﹤0.01%
214,327
-265,906
2344
$6.71M ﹤0.01%
331,158
+38,190
2345
$6.68M ﹤0.01%
145,534
-22,939
2346
$6.67M ﹤0.01%
355,390
+212,570
2347
$6.67M ﹤0.01%
443,454
-66,460
2348
$6.67M ﹤0.01%
301,748
+95,226
2349
$6.66M ﹤0.01%
817,234
+33,752
2350
$6.65M ﹤0.01%
394,988
+48,028