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
2376
$6.48M ﹤0.01%
201,908
+96,544
2377
$6.46M ﹤0.01%
236,057
+31,213
2378
$6.44M ﹤0.01%
161,923
-57,621
2379
$6.44M ﹤0.01%
307,239
+167,415
2380
$6.38M ﹤0.01%
153,364
+16,085
2381
$6.36M ﹤0.01%
167,703
+52,865
2382
$6.35M ﹤0.01%
152,399
-47,180
2383
$6.32M ﹤0.01%
574,051
+47,208
2384
$6.31M ﹤0.01%
216,437
-14,771
2385
$6.3M ﹤0.01%
509,049
+24,487
2386
$6.29M ﹤0.01%
146,770
-34,124
2387
$6.28M ﹤0.01%
72,951
+18,272
2388
$6.26M ﹤0.01%
247,326
-283
2389
$6.26M ﹤0.01%
459,748
-114,519
2390
$6.25M ﹤0.01%
419,985
+20,703
2391
$6.25M ﹤0.01%
235,596
-26,522
2392
$6.25M ﹤0.01%
64,448
+3,667
2393
$6.24M ﹤0.01%
193,354
-2,820
2394
$6.21M ﹤0.01%
226,074
+162,292
2395
$6.2M ﹤0.01%
34,455
+13,836
2396
$6.19M ﹤0.01%
203,419
+160,536
2397
$6.18M ﹤0.01%
179,760
+72,849
2398
$6.18M ﹤0.01%
248,255
-39,570
2399
$6.18M ﹤0.01%
171,174
-233,368
2400
$6.16M ﹤0.01%
213,234
+37,295