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
2601
$4.25M ﹤0.01%
66,648
-872
2602
$4.24M ﹤0.01%
386,261
+229,532
2603
$4.22M ﹤0.01%
+190,600
2604
$4.21M ﹤0.01%
621,645
+85,390
2605
$4.19M ﹤0.01%
204,493
+23,947
2606
$4.18M ﹤0.01%
796
+50
2607
$4.17M ﹤0.01%
181,188
+13,706
2608
$4.17M ﹤0.01%
176,015
+9,118
2609
$4.16M ﹤0.01%
75,902
+27,369
2610
$4.16M ﹤0.01%
182,658
-18,517
2611
$4.16M ﹤0.01%
148,015
-25,713
2612
$4.15M ﹤0.01%
+216,852
2613
$4.14M ﹤0.01%
216,973
+34,545
2614
$4.14M ﹤0.01%
106,070
+65,498
2615
$4.13M ﹤0.01%
106,504
-81,268
2616
$4.13M ﹤0.01%
45,204
-16,552
2617
$4.13M ﹤0.01%
278,118
-144,419
2618
$4.13M ﹤0.01%
170,075
+36,403
2619
$4.13M ﹤0.01%
75,890
+6,404
2620
$4.12M ﹤0.01%
98,154
+92,682
2621
$4.12M ﹤0.01%
226,215
+94,650
2622
$4.12M ﹤0.01%
222,880
+38,704
2623
$4.12M ﹤0.01%
180,282
+24,869
2624
$4.1M ﹤0.01%
8,014
+4,352
2625
$4.09M ﹤0.01%
186,044
+6,240