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
2526
$4.6M ﹤0.01%
105,655
+58,118
2527
$4.59M ﹤0.01%
94,391
+37,211
2528
$4.59M ﹤0.01%
107,092
+11,430
2529
$4.58M ﹤0.01%
252,406
+34,596
2530
$4.58M ﹤0.01%
236,653
+63,364
2531
$4.57M ﹤0.01%
20,999
-2,807
2532
$4.57M ﹤0.01%
909,988
+255,930
2533
$4.57M ﹤0.01%
62,533
+26,279
2534
$4.56M ﹤0.01%
205,071
+122,768
2535
$4.56M ﹤0.01%
43,521
+4,189
2536
$4.56M ﹤0.01%
200,671
+1,052
2537
$4.55M ﹤0.01%
66,086
-29,673
2538
$4.55M ﹤0.01%
+153,439
2539
$4.54M ﹤0.01%
402,221
-70,423
2540
$4.53M ﹤0.01%
168,739
+133,626
2541
$4.53M ﹤0.01%
418,436
+13,019
2542
$4.52M ﹤0.01%
65,964
+29,385
2543
$4.51M ﹤0.01%
164,133
+27,197
2544
$4.51M ﹤0.01%
204,486
+23,403
2545
$4.51M ﹤0.01%
418,683
-41,431
2546
$4.51M ﹤0.01%
129,108
+17,556
2547
$4.51M ﹤0.01%
164,981
+93,840
2548
$4.51M ﹤0.01%
175,939
+161,181
2549
$4.5M ﹤0.01%
111,698
+38,443
2550
$4.5M ﹤0.01%
70,352
-35,636