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
3126
$2.09M ﹤0.01%
96,843
-16,646
3127
$2.09M ﹤0.01%
163,109
-19,592
3128
$2.09M ﹤0.01%
115,578
-25,246
3129
$2.09M ﹤0.01%
39,285
+2,151
3130
$2.09M ﹤0.01%
83,437
+27,935
3131
$2.08M ﹤0.01%
110,719
+36,560
3132
$2.07M ﹤0.01%
108,867
-57,192
3133
$2.07M ﹤0.01%
126,213
+1,205
3134
$2.06M ﹤0.01%
128,829
+14,164
3135
$2.06M ﹤0.01%
136,925
+11,769
3136
$2.06M ﹤0.01%
90,532
+2,698
3137
$2.06M ﹤0.01%
79,378
-1,581
3138
$2.06M ﹤0.01%
88,150
+8,578
3139
$2.06M ﹤0.01%
85,284
+9,816
3140
$2.06M ﹤0.01%
92,668
-1,963
3141
$2.05M ﹤0.01%
71,972
-31,004
3142
$2.04M ﹤0.01%
196,720
-883,052
3143
$2.03M ﹤0.01%
62,649
+10,417
3144
$2.03M ﹤0.01%
130,275
+88,253
3145
$2.03M ﹤0.01%
32,784
+306
3146
$2.02M ﹤0.01%
137,840
-2,667
3147
$2.02M ﹤0.01%
172,000
3148
$2.02M ﹤0.01%
150,546
-1,026
3149
$2.02M ﹤0.01%
106,725
+10,225
3150
$2.02M ﹤0.01%
137,856
-34,431