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
3051
$2.3M ﹤0.01%
261,302
+128,202
3052
$2.3M ﹤0.01%
230,665
-835,856
3053
$2.3M ﹤0.01%
155,950
-13,432
3054
$2.3M ﹤0.01%
67,000
+65,428
3055
$2.3M ﹤0.01%
213,579
+108,764
3056
$2.3M ﹤0.01%
307,882
-11,475
3057
$2.29M ﹤0.01%
83,022
+38,663
3058
$2.29M ﹤0.01%
99,445
-887,028
3059
$2.29M ﹤0.01%
133,719
+74,920
3060
$2.29M ﹤0.01%
50,533
-6,506
3061
$2.29M ﹤0.01%
152,773
+6,006
3062
$2.29M ﹤0.01%
245,999
+45,770
3063
$2.29M ﹤0.01%
+60,059
3064
$2.29M ﹤0.01%
68,239
-6,266
3065
$2.29M ﹤0.01%
159,524
-66,082
3066
$2.28M ﹤0.01%
100,441
-410,900
3067
$2.27M ﹤0.01%
119,226
+49,894
3068
$2.27M ﹤0.01%
521,472
-10,256
3069
$2.27M ﹤0.01%
12,588
-2,493
3070
$2.27M ﹤0.01%
31,834
+10,318
3071
$2.26M ﹤0.01%
121,972
-48,514
3072
$2.25M ﹤0.01%
144,055
-293
3073
$2.25M ﹤0.01%
140,818
+36,452
3074
$2.25M ﹤0.01%
181,093
-2,669
3075
$2.25M ﹤0.01%
+95,314