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
3376
$1.41M ﹤0.01%
213,688
-38,623
3377
$1.41M ﹤0.01%
69,278
+7,311
3378
$1.41M ﹤0.01%
63,715
+40,050
3379
$1.41M ﹤0.01%
37,153
+1,484
3380
$1.41M ﹤0.01%
85,187
-4,501
3381
$1.41M ﹤0.01%
+96,209
3382
$1.4M ﹤0.01%
64,139
-52,954
3383
$1.4M ﹤0.01%
52,789
+4,822
3384
$1.4M ﹤0.01%
145,275
3385
$1.4M ﹤0.01%
36,855
-27,058
3386
$1.4M ﹤0.01%
89,715
+10,427
3387
$1.4M ﹤0.01%
63,065
+16,843
3388
$1.4M ﹤0.01%
55,446
-7,817
3389
$1.39M ﹤0.01%
+46,131
3390
$1.39M ﹤0.01%
20,872
+10
3391
$1.39M ﹤0.01%
87,387
-4,973
3392
$1.39M ﹤0.01%
243,509
+227,444
3393
$1.39M ﹤0.01%
13,210
+12,903
3394
$1.39M ﹤0.01%
71,304
+3,500
3395
$1.38M ﹤0.01%
110,523
+3,152
3396
$1.38M ﹤0.01%
117,894
-34,828
3397
$1.38M ﹤0.01%
172,022
-257,203
3398
$1.38M ﹤0.01%
245,353
-40,090
3399
$1.37M ﹤0.01%
39,445
-36,679
3400
$1.37M ﹤0.01%
106,836
-237,372