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
3301
$1.61M ﹤0.01%
29,667
+5,039
3302
$1.6M ﹤0.01%
83,224
+54,460
3303
$1.6M ﹤0.01%
65,362
-1,472
3304
$1.6M ﹤0.01%
60,497
+976
3305
$1.59M ﹤0.01%
50,719
+5,170
3306
$1.59M ﹤0.01%
34,140
-936
3307
$1.58M ﹤0.01%
211,788
+1,959
3308
$1.58M ﹤0.01%
35,415
-4,375
3309
$1.58M ﹤0.01%
20,795
+9,883
3310
$1.58M ﹤0.01%
30,466
+8,549
3311
$1.58M ﹤0.01%
226,722
+2,620
3312
$1.58M ﹤0.01%
82,850
+23,582
3313
$1.58M ﹤0.01%
160,579
+12,500
3314
$1.58M ﹤0.01%
297,688
-237,883
3315
$1.58M ﹤0.01%
121,410
+23,913
3316
$1.58M ﹤0.01%
35,600
-600
3317
$1.57M ﹤0.01%
89,009
+21,000
3318
$1.57M ﹤0.01%
42,036
+31,320
3319
$1.57M ﹤0.01%
32,046
+6,139
3320
$1.57M ﹤0.01%
19,460
+6,459
3321
$1.57M ﹤0.01%
80,998
-73,246
3322
$1.56M ﹤0.01%
176,212
+81,663
3323
$1.56M ﹤0.01%
29,859
+18,097
3324
$1.55M ﹤0.01%
21,240
+195
3325
$1.54M ﹤0.01%
85,821
-803