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
2876
$2.91M ﹤0.01%
56,709
+8,207
2877
$2.91M ﹤0.01%
323,463
-46,097
2878
$2.91M ﹤0.01%
130,268
-5,516
2879
$2.9M ﹤0.01%
90,117
-6,831
2880
$2.9M ﹤0.01%
100,465
+35,545
2881
$2.9M ﹤0.01%
54,016
-31,290
2882
$2.9M ﹤0.01%
+54,636
2883
$2.89M ﹤0.01%
261,004
+98,956
2884
$2.88M ﹤0.01%
116,866
+59,218
2885
$2.88M ﹤0.01%
84,184
-62,500
2886
$2.87M ﹤0.01%
151,178
+34,368
2887
$2.87M ﹤0.01%
321,829
-3,003
2888
$2.86M ﹤0.01%
127,919
+31,950
2889
$2.86M ﹤0.01%
281,557
+75,769
2890
$2.85M ﹤0.01%
124,587
-39,927
2891
$2.85M ﹤0.01%
238,863
+113,812
2892
$2.85M ﹤0.01%
125,958
+1,132
2893
$2.85M ﹤0.01%
226,279
+107,294
2894
$2.84M ﹤0.01%
180,534
-3,279
2895
$2.83M ﹤0.01%
160,300
+1,973
2896
$2.83M ﹤0.01%
87,498
+68,615
2897
$2.82M ﹤0.01%
63,738
+19,252
2898
$2.82M ﹤0.01%
310,321
-54,523
2899
$2.82M ﹤0.01%
142,820
+135,200
2900
$2.81M ﹤0.01%
375,127
+125,280