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
2951
$2.65M ﹤0.01%
38,291
+12,292
2952
$2.65M ﹤0.01%
84,959
+72,218
2953
$2.64M ﹤0.01%
105,246
-6,483
2954
$2.64M ﹤0.01%
3,289
+2,417
2955
$2.64M ﹤0.01%
418,256
-35,747
2956
$2.64M ﹤0.01%
114,211
-17,896
2957
$2.63M ﹤0.01%
107,423
-5,082
2958
$2.63M ﹤0.01%
95,422
+17,591
2959
$2.63M ﹤0.01%
105,130
+74,178
2960
$2.63M ﹤0.01%
167,808
+16,103
2961
$2.63M ﹤0.01%
69,344
+7,420
2962
$2.63M ﹤0.01%
1,107,476
-59,100
2963
$2.62M ﹤0.01%
63,806
-6,418
2964
$2.62M ﹤0.01%
+125,272
2965
$2.61M ﹤0.01%
193,414
+21,869
2966
$2.61M ﹤0.01%
230,371
-3,336
2967
$2.6M ﹤0.01%
301,328
+291,343
2968
$2.6M ﹤0.01%
179,916
-38,746
2969
$2.6M ﹤0.01%
2,229
-129
2970
$2.6M ﹤0.01%
142,852
-21,327
2971
$2.6M ﹤0.01%
195,508
+2,587
2972
$2.6M ﹤0.01%
138,609
-1,091
2973
$2.59M ﹤0.01%
357,915
+1,484
2974
$2.58M ﹤0.01%
122,299
+56,736
2975
$2.58M ﹤0.01%
46,326
+9,874