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
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$4.89M ﹤0.01%
193,115
+1,295
2477
$4.89M ﹤0.01%
829,061
+88,828
2478
$4.89M ﹤0.01%
261,494
-1,273
2479
$4.88M ﹤0.01%
196,587
-3,121
2480
$4.88M ﹤0.01%
442,318
-265,340
2481
$4.88M ﹤0.01%
254,232
-9,614
2482
$4.87M ﹤0.01%
222,705
-44,980
2483
$4.87M ﹤0.01%
84,232
-99,522
2484
$4.86M ﹤0.01%
142,770
+56,979
2485
$4.86M ﹤0.01%
129,071
-23,360
2486
$4.84M ﹤0.01%
119,763
-9,527
2487
$4.82M ﹤0.01%
71,265
-19,293
2488
$4.82M ﹤0.01%
94,566
-215
2489
$4.81M ﹤0.01%
84,516
-53,118
2490
$4.81M ﹤0.01%
41,133
-8,134
2491
$4.8M ﹤0.01%
253,911
-122,114
2492
$4.79M ﹤0.01%
115,857
+33,275
2493
$4.79M ﹤0.01%
255,378
-12,794
2494
$4.77M ﹤0.01%
683,584
+314,168
2495
$4.75M ﹤0.01%
145,351
+1,982
2496
$4.75M ﹤0.01%
217,857
+97,979
2497
$4.74M ﹤0.01%
206,522
+70,992
2498
$4.74M ﹤0.01%
187,622
+45,896
2499
$4.73M ﹤0.01%
92,264
+65,804
2500
$4.73M ﹤0.01%
66,045
-2,176