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
2776
$3.35M ﹤0.01%
246,892
+2,337
2777
$3.34M ﹤0.01%
261,339
+253,448
2778
$3.34M ﹤0.01%
258,530
+55,882
2779
$3.33M ﹤0.01%
138,994
+19,373
2780
$3.33M ﹤0.01%
35,605
+35,603
2781
$3.33M ﹤0.01%
25,238
-1,325
2782
$3.33M ﹤0.01%
48,752
-11,665
2783
$3.33M ﹤0.01%
97,363
-13,818
2784
$3.32M ﹤0.01%
183,697
-110,327
2785
$3.31M ﹤0.01%
21,949
+708
2786
$3.3M ﹤0.01%
126,366
-11,151
2787
$3.3M ﹤0.01%
660,031
+41,316
2788
$3.3M ﹤0.01%
1,818,533
+62,181
2789
$3.3M ﹤0.01%
71,350
+11,165
2790
$3.29M ﹤0.01%
53,160
+40,920
2791
$3.28M ﹤0.01%
43,639
-319
2792
$3.28M ﹤0.01%
164,080
+140,001
2793
$3.28M ﹤0.01%
93,018
+29,449
2794
$3.28M ﹤0.01%
255,902
-7,089
2795
$3.28M ﹤0.01%
130,008
+17,565
2796
$3.27M ﹤0.01%
102,672
-3,945
2797
$3.27M ﹤0.01%
237,720
+70,682
2798
$3.26M ﹤0.01%
204,475
-114,390
2799
$3.26M ﹤0.01%
216,969
-9,749
2800
$3.25M ﹤0.01%
49,838
+31,622