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
3001
$2.49M ﹤0.01%
44,434
+12,051
3002
$2.49M ﹤0.01%
119,394
-43,058
3003
$2.49M ﹤0.01%
154,968
-9,393
3004
$2.49M ﹤0.01%
509,621
+361,435
3005
$2.48M ﹤0.01%
85,990
-6,947
3006
$2.47M ﹤0.01%
1,211,823
-177,520
3007
$2.46M ﹤0.01%
321
+73
3008
$2.46M ﹤0.01%
186,252
+156,656
3009
$2.46M ﹤0.01%
428,876
+29,576
3010
$2.45M ﹤0.01%
96,623
+38,926
3011
$2.44M ﹤0.01%
36,145
+16,424
3012
$2.44M ﹤0.01%
43,486
+9,164
3013
$2.42M ﹤0.01%
102,760
+3,353
3014
$2.42M ﹤0.01%
152,465
+24,344
3015
$2.42M ﹤0.01%
245,562
-25,494
3016
$2.41M ﹤0.01%
148,847
-61,638
3017
$2.41M ﹤0.01%
63,111
+41,948
3018
$2.41M ﹤0.01%
145,610
-42,169
3019
$2.4M ﹤0.01%
138,587
+1,082
3020
$2.4M ﹤0.01%
94,395
+81,691
3021
$2.4M ﹤0.01%
148,799
+18,225
3022
$2.4M ﹤0.01%
23,400
-1,214
3023
$2.4M ﹤0.01%
50,833
+11,484
3024
$2.4M ﹤0.01%
57,550
+19,399
3025
$2.4M ﹤0.01%
33,236
+1,840