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
2901
$2.81M ﹤0.01%
59,575
-8,683
2902
$2.8M ﹤0.01%
335,770
+29,572
2903
$2.8M ﹤0.01%
280,068
-82,118
2904
$2.8M ﹤0.01%
45,485
+8,356
2905
$2.8M ﹤0.01%
143,487
+25,661
2906
$2.79M ﹤0.01%
58,873
+168
2907
$2.79M ﹤0.01%
113,098
+33,812
2908
$2.79M ﹤0.01%
24,832
+2,423
2909
$2.79M ﹤0.01%
97,209
+26,672
2910
$2.79M ﹤0.01%
144,120
+19,835
2911
$2.79M ﹤0.01%
11,567
+6,088
2912
$2.79M ﹤0.01%
1,234
-158
2913
$2.77M ﹤0.01%
159,482
-7,048
2914
$2.77M ﹤0.01%
90,453
+13,008
2915
$2.77M ﹤0.01%
233,471
-3,936
2916
$2.76M ﹤0.01%
171,663
-10,347
2917
$2.76M ﹤0.01%
49,574
-4,195
2918
$2.76M ﹤0.01%
107,170
+36,993
2919
$2.76M ﹤0.01%
147,566
+80,390
2920
$2.76M ﹤0.01%
55,363
-889
2921
$2.75M ﹤0.01%
91,702
-1,817
2922
$2.75M ﹤0.01%
129,142
-16,964
2923
$2.74M ﹤0.01%
148,793
-6,763
2924
$2.74M ﹤0.01%
711,187
-174,101
2925
$2.74M ﹤0.01%
367,560
+18,507