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
2401
$6.15M ﹤0.01%
681,599
-308,230
2402
$6.15M ﹤0.01%
231,866
+107,581
2403
$6.14M ﹤0.01%
185,383
-4,239
2404
$6.14M ﹤0.01%
273,960
+49,729
2405
$6.13M ﹤0.01%
232,920
-239,114
2406
$6.13M ﹤0.01%
72,134
-74,407
2407
$6.13M ﹤0.01%
102,993
+5,243
2408
$6.11M ﹤0.01%
236,979
+140,842
2409
$6.08M ﹤0.01%
582,061
+136,620
2410
$6.07M ﹤0.01%
108,777
+5,011
2411
$6.04M ﹤0.01%
492,227
+45,650
2412
$6.04M ﹤0.01%
111,549
+7,303
2413
$6.04M ﹤0.01%
205,459
-8,422
2414
$6.02M ﹤0.01%
561,523
-307,327
2415
$6.01M ﹤0.01%
254,321
+18,856
2416
$6M ﹤0.01%
295,478
+56,421
2417
$5.99M ﹤0.01%
361,557
-13,189
2418
$5.99M ﹤0.01%
215,946
+19,359
2419
$5.98M ﹤0.01%
175,105
-4,617
2420
$5.97M ﹤0.01%
222,616
+50,739
2421
$5.96M ﹤0.01%
300,906
-49,462
2422
$5.96M ﹤0.01%
116,806
+116,097
2423
$5.96M ﹤0.01%
158,551
-557,535
2424
$5.95M ﹤0.01%
473,081
-195,585
2425
$5.95M ﹤0.01%
371,485
+93,367