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
3201
$1.86M ﹤0.01%
44,477
+12,684
3202
$1.85M ﹤0.01%
+68,926
3203
$1.85M ﹤0.01%
54,976
+17,768
3204
$1.85M ﹤0.01%
44,191
-18,582
3205
$1.85M ﹤0.01%
196,904
+36,602
3206
$1.85M ﹤0.01%
186,401
+95,297
3207
$1.85M ﹤0.01%
80,341
+5,800
3208
$1.85M ﹤0.01%
59,919
+32,984
3209
$1.84M ﹤0.01%
173,840
+37,747
3210
$1.84M ﹤0.01%
26,620
+4,980
3211
$1.84M ﹤0.01%
78,016
+11
3212
$1.83M ﹤0.01%
+118,456
3213
$1.83M ﹤0.01%
184,960
+21,473
3214
$1.83M ﹤0.01%
20,799
+11,691
3215
$1.82M ﹤0.01%
67,835
+47,254
3216
$1.81M ﹤0.01%
63,782
+51,821
3217
$1.81M ﹤0.01%
133,663
-224
3218
$1.81M ﹤0.01%
271,095
+255,119
3219
$1.81M ﹤0.01%
88,220
+38,036
3220
$1.8M ﹤0.01%
147,437
+14,041
3221
$1.8M ﹤0.01%
44,225
-23,893
3222
$1.8M ﹤0.01%
333
3223
$1.79M ﹤0.01%
111,184
-51,551
3224
$1.79M ﹤0.01%
91,037
+701
3225
$1.79M ﹤0.01%
70,098
+25,386