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
3101
$2.16M ﹤0.01%
4,042
-7,857
3102
$2.16M ﹤0.01%
105,021
+11,905
3103
$2.16M ﹤0.01%
67,209
+64,338
3104
$2.16M ﹤0.01%
130,246
+61,245
3105
$2.15M ﹤0.01%
64,992
+50,013
3106
$2.14M ﹤0.01%
67,242
+56,644
3107
$2.14M ﹤0.01%
86,069
+7,803
3108
$2.14M ﹤0.01%
104,865
-62,974
3109
$2.14M ﹤0.01%
154,392
-10,651
3110
$2.14M ﹤0.01%
429,832
-17,580
3111
$2.13M ﹤0.01%
24,292
+8,918
3112
$2.13M ﹤0.01%
150,389
+36,579
3113
$2.13M ﹤0.01%
64,896
-54,539
3114
$2.12M ﹤0.01%
179,557
+95,736
3115
$2.12M ﹤0.01%
196,404
+4,845
3116
$2.12M ﹤0.01%
257,878
-98,212
3117
$2.12M ﹤0.01%
67,796
+30,502
3118
$2.11M ﹤0.01%
68,953
+44,843
3119
$2.11M ﹤0.01%
73,378
+41,169
3120
$2.1M ﹤0.01%
96,247
-52,893
3121
$2.1M ﹤0.01%
39,127
+5,051
3122
$2.1M ﹤0.01%
28,508
+11,908
3123
$2.1M ﹤0.01%
19,938
+8,060
3124
$2.1M ﹤0.01%
40,743
+175
3125
$2.1M ﹤0.01%
83,522
+6,388