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
2826
$3.14M ﹤0.01%
111,731
-5,354
2827
$3.13M ﹤0.01%
340,967
-61,490
2828
$3.13M ﹤0.01%
50,583
+13,008
2829
$3.13M ﹤0.01%
44,460
+4,377
2830
$3.11M ﹤0.01%
37,458
+7,673
2831
$3.1M ﹤0.01%
71,948
-13,870
2832
$3.1M ﹤0.01%
66,051
-74,828
2833
$3.09M ﹤0.01%
171,518
-1,334
2834
$3.09M ﹤0.01%
67,842
+9,549
2835
$3.09M ﹤0.01%
191,574
+143,225
2836
$3.08M ﹤0.01%
54,679
+17,054
2837
$3.08M ﹤0.01%
118,945
+36,763
2838
$3.08M ﹤0.01%
76,581
-7,624
2839
$3.08M ﹤0.01%
91,908
-23,621
2840
$3.07M ﹤0.01%
50,032
+20,193
2841
$3.07M ﹤0.01%
42,609
+2,473
2842
$3.07M ﹤0.01%
104,241
-26
2843
$3.07M ﹤0.01%
124,285
-380,384
2844
$3.06M ﹤0.01%
50,878
+6,266
2845
$3.06M ﹤0.01%
113,590
+5,072
2846
$3.06M ﹤0.01%
53,153
-5,680
2847
$3.06M ﹤0.01%
28,422
+22,524
2848
$3.06M ﹤0.01%
61,869
-31,856
2849
$3.06M ﹤0.01%
14,198
+3,068
2850
$3.05M ﹤0.01%
129,678
-39,930