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
2926
$2.74M ﹤0.01%
104,274
+22,875
2927
$2.74M ﹤0.01%
117,395
+111,012
2928
$2.73M ﹤0.01%
263,429
+11,511
2929
$2.73M ﹤0.01%
213,319
-121,767
2930
$2.72M ﹤0.01%
307,697
-2,914
2931
$2.72M ﹤0.01%
70,351
+39,286
2932
$2.71M ﹤0.01%
117,310
+8,175
2933
$2.71M ﹤0.01%
38,424
-6,264
2934
$2.7M ﹤0.01%
282,432
+8,741
2935
$2.7M ﹤0.01%
179,583
-30,054
2936
$2.7M ﹤0.01%
174,482
-49,999
2937
$2.69M ﹤0.01%
190,112
+44,687
2938
$2.69M ﹤0.01%
153,594
-17,495
2939
$2.69M ﹤0.01%
42,200
-62,403
2940
$2.69M ﹤0.01%
230,000
+15,000
2941
$2.69M ﹤0.01%
91,746
+301
2942
$2.69M ﹤0.01%
184,260
+6,089
2943
$2.68M ﹤0.01%
167,688
-101,520
2944
$2.68M ﹤0.01%
93,843
-10,083
2945
$2.68M ﹤0.01%
352,974
+556
2946
$2.67M ﹤0.01%
312,149
+20,649
2947
$2.67M ﹤0.01%
111,660
+108,260
2948
$2.67M ﹤0.01%
116,524
-153,024
2949
$2.66M ﹤0.01%
232,137
+15,792
2950
$2.66M ﹤0.01%
112,126
+106,507