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
2751
$3.49M ﹤0.01%
63,108
+12,743
2752
$3.48M ﹤0.01%
83,448
-9,002
2753
$3.48M ﹤0.01%
251,876
+55,704
2754
$3.48M ﹤0.01%
132,395
+59,233
2755
$3.48M ﹤0.01%
98,384
+4,634
2756
$3.47M ﹤0.01%
316,623
+73,660
2757
$3.47M ﹤0.01%
115,511
+65,980
2758
$3.46M ﹤0.01%
122,924
-461,354
2759
$3.45M ﹤0.01%
118,184
-698
2760
$3.44M ﹤0.01%
139,533
-16,939
2761
$3.44M ﹤0.01%
+99,180
2762
$3.44M ﹤0.01%
384,529
+3,810
2763
$3.43M ﹤0.01%
78,948
-12,506
2764
$3.43M ﹤0.01%
+137,247
2765
$3.43M ﹤0.01%
669,111
-389
2766
$3.42M ﹤0.01%
65,192
+5,520
2767
$3.42M ﹤0.01%
54,020
-7,678
2768
$3.38M ﹤0.01%
244,508
+84,805
2769
$3.38M ﹤0.01%
85,632
+35,758
2770
$3.37M ﹤0.01%
296,532
+93,249
2771
$3.37M ﹤0.01%
93,488
+13,900
2772
$3.37M ﹤0.01%
185,781
-8,308
2773
$3.36M ﹤0.01%
130,860
+31,695
2774
$3.36M ﹤0.01%
55,994
-65
2775
$3.36M ﹤0.01%
105,300
-4,568