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
3026
$2.4M ﹤0.01%
484,708
+3,669
3027
$2.4M ﹤0.01%
166,902
-59,595
3028
$2.39M ﹤0.01%
58,494
+11,736
3029
$2.39M ﹤0.01%
351,540
-14,001
3030
$2.38M ﹤0.01%
201,790
+15,674
3031
$2.38M ﹤0.01%
57,608
+31,024
3032
$2.37M ﹤0.01%
145,934
+72,158
3033
$2.37M ﹤0.01%
+100,000
3034
$2.37M ﹤0.01%
155,275
+82,598
3035
$2.36M ﹤0.01%
174,950
+99,271
3036
$2.36M ﹤0.01%
296,481
-93,221
3037
$2.36M ﹤0.01%
23,782
+18,118
3038
$2.35M ﹤0.01%
71,406
+66,178
3039
$2.35M ﹤0.01%
121,464
+51,086
3040
$2.34M ﹤0.01%
133,313
+1,300
3041
$2.34M ﹤0.01%
112,287
-8,042
3042
$2.33M ﹤0.01%
196,749
+71,887
3043
$2.33M ﹤0.01%
126,645
+8,151
3044
$2.33M ﹤0.01%
126,387
-25,724
3045
$2.33M ﹤0.01%
46,918
-9,363
3046
$2.32M ﹤0.01%
65,184
-43,455
3047
$2.32M ﹤0.01%
35,321
-25,621
3048
$2.32M ﹤0.01%
75,362
-22,496
3049
$2.31M ﹤0.01%
37,485
-10,418
3050
$2.31M ﹤0.01%
91,249
+44,463