Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
276
$282M 0.06%
3,803,924
+188,788
277
$281M 0.06%
6,958,682
-482,813
278
$279M 0.06%
353,314
-214,816
279
$277M 0.06%
1,525,413
-175,882
280
$277M 0.06%
3,691,182
+112,107
281
$275M 0.06%
13,819,895
+863,925
282
$275M 0.06%
9,146,480
+1,362,756
283
$273M 0.06%
9,868,770
-4,062,732
284
$273M 0.06%
2,622,218
+380,174
285
$271M 0.06%
4,942,768
-83,577
286
$271M 0.06%
6,847,659
-2,449,485
287
$269M 0.06%
2,175,570
+110,419
288
$268M 0.06%
11,289,988
-16,734,706
289
$267M 0.06%
3,705,803
+578,141
290
$266M 0.06%
5,412,704
-563,712
291
$264M 0.06%
4,680,014
+1,346,184
292
$264M 0.06%
6,494,632
+5,367,669
293
$260M 0.06%
8,479,161
-3,031,304
294
$259M 0.06%
5,464,263
+13,974
295
$258M 0.06%
6,525,462
+1,191,751
296
$257M 0.06%
3,413,534
-185,540
297
$255M 0.06%
3,377,165
+564,728
298
$254M 0.05%
2,477,576
+31,042
299
$253M 0.05%
5,551,537
+77,253
300
$252M 0.05%
1,886,313
-147,899