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
2726
$3.63M ﹤0.01%
72,068
+7,348
2727
$3.63M ﹤0.01%
427,496
-19,826
2728
$3.62M ﹤0.01%
92,784
-7,232
2729
$3.62M ﹤0.01%
386,000
-58,031
2730
$3.62M ﹤0.01%
138,107
-4,478
2731
$3.62M ﹤0.01%
10,362
+955
2732
$3.61M ﹤0.01%
33,535
-114,138
2733
$3.6M ﹤0.01%
217,314
-6,388
2734
$3.59M ﹤0.01%
227,230
+30,394
2735
$3.59M ﹤0.01%
75,608
+9,868
2736
$3.59M ﹤0.01%
162,900
+3,626
2737
$3.58M ﹤0.01%
74,917
-1,438
2738
$3.58M ﹤0.01%
57,712
+4,088
2739
$3.57M ﹤0.01%
247,470
+30,205
2740
$3.57M ﹤0.01%
278,806
+25,654
2741
$3.56M ﹤0.01%
45,814
-32,616
2742
$3.56M ﹤0.01%
152,995
+49,236
2743
$3.55M ﹤0.01%
258,425
+45,540
2744
$3.52M ﹤0.01%
78,198
+758
2745
$3.52M ﹤0.01%
230,836
+20,242
2746
$3.51M ﹤0.01%
116,197
+15,685
2747
$3.51M ﹤0.01%
252,147
-92,150
2748
$3.5M ﹤0.01%
126,140
-23,628
2749
$3.5M ﹤0.01%
232,532
+87,450
2750
$3.49M ﹤0.01%
+131,966