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
3251
$1.7M ﹤0.01%
86,377
-1,489
3252
$1.7M ﹤0.01%
9,221
+7,739
3253
$1.7M ﹤0.01%
166,247
-10,939
3254
$1.7M ﹤0.01%
44,974
+85
3255
$1.7M ﹤0.01%
52,238
-14,487
3256
$1.7M ﹤0.01%
55,026
-282
3257
$1.69M ﹤0.01%
89,003
-7
3258
$1.69M ﹤0.01%
44,965
+38,617
3259
$1.69M ﹤0.01%
79,786
+5,279
3260
$1.69M ﹤0.01%
43,151
+22,873
3261
$1.68M ﹤0.01%
141,803
-32,396
3262
$1.68M ﹤0.01%
81,038
+48,223
3263
$1.68M ﹤0.01%
234,923
+158,510
3264
$1.68M ﹤0.01%
4,719
+1,781
3265
$1.67M ﹤0.01%
69,063
+54,075
3266
$1.67M ﹤0.01%
187,692
-288
3267
$1.67M ﹤0.01%
93,377
+29,435
3268
$1.67M ﹤0.01%
90,533
-33,531
3269
$1.67M ﹤0.01%
41,373
+19,399
3270
$1.67M ﹤0.01%
74,438
+3,839
3271
$1.67M ﹤0.01%
135,428
-1,984
3272
$1.67M ﹤0.01%
33,226
+137
3273
$1.67M ﹤0.01%
63,560
-6,116
3274
$1.66M ﹤0.01%
74,696
-32,755
3275
$1.66M ﹤0.01%
7,887
+1,097