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
3351
$1.48M ﹤0.01%
111,984
-98,957
3352
$1.48M ﹤0.01%
58,628
+18,413
3353
$1.48M ﹤0.01%
343,950
+23,600
3354
$1.48M ﹤0.01%
16,778
+9,851
3355
$1.47M ﹤0.01%
222,256
-10,274
3356
$1.47M ﹤0.01%
48,735
+13,494
3357
$1.47M ﹤0.01%
36,302
-1,529
3358
$1.47M ﹤0.01%
+104,406
3359
$1.46M ﹤0.01%
75,473
+3,738
3360
$1.46M ﹤0.01%
84,373
-147,060
3361
$1.45M ﹤0.01%
90,775
-6,168
3362
$1.45M ﹤0.01%
115,813
+761
3363
$1.45M ﹤0.01%
104,389
-15,003
3364
$1.45M ﹤0.01%
36,742
-70,993
3365
$1.45M ﹤0.01%
118,948
+21,513
3366
$1.44M ﹤0.01%
95,991
+8,853
3367
$1.44M ﹤0.01%
70,896
+18,708
3368
$1.44M ﹤0.01%
32,074
+15,506
3369
$1.44M ﹤0.01%
48,960
+6,003
3370
$1.44M ﹤0.01%
97,451
+1,760
3371
$1.44M ﹤0.01%
148,311
-19,824
3372
$1.43M ﹤0.01%
61,990
+16,429
3373
$1.43M ﹤0.01%
12,296
+103
3374
$1.42M ﹤0.01%
114,402
+84,324
3375
$1.42M ﹤0.01%
52,548
+10,218