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
2551
$4.5M ﹤0.01%
456,680
+26,807
2552
$4.49M ﹤0.01%
101,758
+25,256
2553
$4.49M ﹤0.01%
239,057
-14,163
2554
$4.48M ﹤0.01%
632,267
+144,217
2555
$4.47M ﹤0.01%
82,331
-12,165
2556
$4.47M ﹤0.01%
792,603
-7,798
2557
$4.47M ﹤0.01%
143,794
+55,946
2558
$4.45M ﹤0.01%
61,962
+55,709
2559
$4.45M ﹤0.01%
+90,818
2560
$4.45M ﹤0.01%
99,835
+35,198
2561
$4.45M ﹤0.01%
191,907
-3,083
2562
$4.44M ﹤0.01%
179,731
+72,344
2563
$4.43M ﹤0.01%
101,960
-213,284
2564
$4.43M ﹤0.01%
54,349
-10,981
2565
$4.42M ﹤0.01%
139,791
+11,377
2566
$4.42M ﹤0.01%
73,095
+18,173
2567
$4.42M ﹤0.01%
594,271
-122,547
2568
$4.42M ﹤0.01%
155,034
-1,378
2569
$4.41M ﹤0.01%
80,883
+2,290
2570
$4.41M ﹤0.01%
171,205
-5,894
2571
$4.41M ﹤0.01%
137,693
-32,283
2572
$4.41M ﹤0.01%
13,090
-788
2573
$4.4M ﹤0.01%
404,438
+26,085
2574
$4.4M ﹤0.01%
491,206
-37,047
2575
$4.38M ﹤0.01%
104,751
+45,560