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
3276
$1.66M ﹤0.01%
26,700
+24,981
3277
$1.66M ﹤0.01%
50,391
+4,214
3278
$1.66M ﹤0.01%
59,245
-21,035
3279
$1.65M ﹤0.01%
413,480
+118,148
3280
$1.65M ﹤0.01%
9,676
-20,380
3281
$1.65M ﹤0.01%
240,349
+1,044
3282
$1.65M ﹤0.01%
29,409
+2,145
3283
$1.65M ﹤0.01%
43,072
+2,437
3284
$1.64M ﹤0.01%
319,709
+23,230
3285
$1.64M ﹤0.01%
100,534
+2,009
3286
$1.64M ﹤0.01%
93,015
+40,586
3287
$1.63M ﹤0.01%
83,408
+3,841
3288
$1.63M ﹤0.01%
101,030
+75,493
3289
$1.62M ﹤0.01%
49,773
+9,152
3290
$1.62M ﹤0.01%
95,480
+63,612
3291
$1.62M ﹤0.01%
56,737
-1,118
3292
$1.62M ﹤0.01%
84,366
-913
3293
$1.61M ﹤0.01%
25,791
+20,862
3294
$1.61M ﹤0.01%
60,663
+1,158
3295
$1.61M ﹤0.01%
25,201
+385
3296
$1.61M ﹤0.01%
21,850
+582
3297
$1.61M ﹤0.01%
114,219
+38,335
3298
$1.61M ﹤0.01%
43,811
+3,676
3299
$1.61M ﹤0.01%
100,727
-9,640
3300
$1.61M ﹤0.01%
118,919
+35,414