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
3226
$1.79M ﹤0.01%
54,545
+25,483
3227
$1.79M ﹤0.01%
38,765
+7,326
3228
$1.78M ﹤0.01%
133,932
+60,581
3229
$1.77M ﹤0.01%
69,380
+25,229
3230
$1.77M ﹤0.01%
87,181
+15,856
3231
$1.77M ﹤0.01%
111,980
+17,710
3232
$1.77M ﹤0.01%
18,692
-15,496
3233
$1.77M ﹤0.01%
123,505
+42,601
3234
$1.76M ﹤0.01%
114,825
-344,804
3235
$1.76M ﹤0.01%
21,969
+16,032
3236
$1.76M ﹤0.01%
46,964
+21,079
3237
$1.75M ﹤0.01%
134,091
+6,176
3238
$1.75M ﹤0.01%
127,054
+9,440
3239
$1.75M ﹤0.01%
94,488
-21,331
3240
$1.74M ﹤0.01%
106,327
+45,814
3241
$1.74M ﹤0.01%
130,367
+60,208
3242
$1.74M ﹤0.01%
121,578
-10,973
3243
$1.74M ﹤0.01%
63,349
+9,868
3244
$1.74M ﹤0.01%
+15,000
3245
$1.73M ﹤0.01%
94,073
-5,526
3246
$1.73M ﹤0.01%
50,348
+4,303
3247
$1.72M ﹤0.01%
322,001
-8,445
3248
$1.72M ﹤0.01%
58,505
-1,150
3249
$1.71M ﹤0.01%
59,705
-18,645
3250
$1.71M ﹤0.01%
487,769
+125,982