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
2426
$5.93M ﹤0.01%
204,430
-1,058
2427
$5.93M ﹤0.01%
457,507
-42,038
2428
$5.93M ﹤0.01%
531,740
-70,563
2429
$5.92M ﹤0.01%
425,406
-21,375
2430
$5.92M ﹤0.01%
112,752
+41,402
2431
$5.92M ﹤0.01%
322,154
+29,107
2432
$5.89M ﹤0.01%
61,075
-7,236
2433
$5.89M ﹤0.01%
144,543
-34,889
2434
$5.88M ﹤0.01%
158,170
-92,500
2435
$5.88M ﹤0.01%
+200,000
2436
$5.88M ﹤0.01%
199,163
+67,197
2437
$5.87M ﹤0.01%
305,492
+151,898
2438
$5.86M ﹤0.01%
802,553
+30,559
2439
$5.86M ﹤0.01%
307,754
-7,708
2440
$5.86M ﹤0.01%
145,512
-85,621
2441
$5.85M ﹤0.01%
754,290
+565,739
2442
$5.84M ﹤0.01%
290,008
-36,726
2443
$5.82M ﹤0.01%
161,085
+7,468
2444
$5.82M ﹤0.01%
236,067
+65,992
2445
$5.81M ﹤0.01%
87,593
+42,108
2446
$5.8M ﹤0.01%
407,276
+135,650
2447
$5.8M ﹤0.01%
230,263
+74,663
2448
$5.8M ﹤0.01%
183,883
+99,699
2449
$5.78M ﹤0.01%
515,893
-104,530
2450
$5.77M ﹤0.01%
198,573
+68,565