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
2576
$4.38M ﹤0.01%
129,159
+22,576
2577
$4.38M ﹤0.01%
296,996
+148,073
2578
$4.36M ﹤0.01%
133,281
+10,926
2579
$4.35M ﹤0.01%
376,587
+28,483
2580
$4.35M ﹤0.01%
138,780
+41,353
2581
$4.34M ﹤0.01%
196,900
+74,110
2582
$4.34M ﹤0.01%
143,705
+72,122
2583
$4.33M ﹤0.01%
271,626
+35,177
2584
$4.32M ﹤0.01%
445,441
-168,154
2585
$4.32M ﹤0.01%
216,658
-65,837
2586
$4.32M ﹤0.01%
105,855
+21,261
2587
$4.32M ﹤0.01%
+183,899
2588
$4.31M ﹤0.01%
171,877
+9,335
2589
$4.3M ﹤0.01%
161,529
-2,480
2590
$4.29M ﹤0.01%
179,620
+20,293
2591
$4.29M ﹤0.01%
96,609
-59,438
2592
$4.29M ﹤0.01%
+192,409
2593
$4.29M ﹤0.01%
130,481
+80,683
2594
$4.29M ﹤0.01%
94,609
-106,646
2595
$4.28M ﹤0.01%
84,601
+75,118
2596
$4.28M ﹤0.01%
661,126
2597
$4.26M ﹤0.01%
209,341
+45,030
2598
$4.26M ﹤0.01%
186,194
+3,394
2599
$4.25M ﹤0.01%
326,127
-89,703
2600
$4.25M ﹤0.01%
288,915
-30,403