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
2801
$3.25M ﹤0.01%
122,727
+40,527
2802
$3.25M ﹤0.01%
240,907
-4,863
2803
$3.24M ﹤0.01%
159,338
+22,976
2804
$3.24M ﹤0.01%
101,643
-64,085
2805
$3.24M ﹤0.01%
329,929
+24,761
2806
$3.23M ﹤0.01%
282,913
+123,999
2807
$3.23M ﹤0.01%
157,364
+922
2808
$3.22M ﹤0.01%
159,926
-89,244
2809
$3.22M ﹤0.01%
63,499
+760
2810
$3.21M ﹤0.01%
154,518
+1,717
2811
$3.21M ﹤0.01%
+166,769
2812
$3.2M ﹤0.01%
127,728
+31,932
2813
$3.2M ﹤0.01%
89,399
+68,466
2814
$3.19M ﹤0.01%
148,574
+72,516
2815
$3.19M ﹤0.01%
178,533
+3,201
2816
$3.18M ﹤0.01%
73,448
+2,816
2817
$3.18M ﹤0.01%
256,464
-39,274
2818
$3.18M ﹤0.01%
258,300
-26,428
2819
$3.17M ﹤0.01%
1,234,240
-358,031
2820
$3.16M ﹤0.01%
137,845
+12,818
2821
$3.16M ﹤0.01%
29,079
+17,697
2822
$3.15M ﹤0.01%
20,619
+8,595
2823
$3.15M ﹤0.01%
235,465
+68,378
2824
$3.14M ﹤0.01%
333,645
-181,695
2825
$3.14M ﹤0.01%
247,246
+14,063