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
3451
$1.28M ﹤0.01%
21,603
-23,382
3452
$1.28M ﹤0.01%
51,681
+37,917
3453
$1.28M ﹤0.01%
106,039
-175
3454
$1.28M ﹤0.01%
88,932
+8,753
3455
$1.28M ﹤0.01%
+50,000
3456
$1.27M ﹤0.01%
82,280
+19,055
3457
$1.27M ﹤0.01%
97,028
-126,737
3458
$1.27M ﹤0.01%
60,634
+4,068
3459
$1.26M ﹤0.01%
86,933
-6,361
3460
$1.26M ﹤0.01%
+69,015
3461
$1.26M ﹤0.01%
193,865
+49,646
3462
$1.25M ﹤0.01%
26,363
-5,425
3463
$1.25M ﹤0.01%
62,848
+6,500
3464
$1.25M ﹤0.01%
150,700
+126,901
3465
$1.25M ﹤0.01%
182,793
+49,239
3466
$1.25M ﹤0.01%
105,387
+69,612
3467
$1.25M ﹤0.01%
62,748
-29,072
3468
$1.24M ﹤0.01%
+263,105
3469
$1.24M ﹤0.01%
80,923
+2,487
3470
$1.24M ﹤0.01%
154,875
-162,572
3471
$1.24M ﹤0.01%
59,129
+9,422
3472
$1.24M ﹤0.01%
70,688
-25,110
3473
$1.23M ﹤0.01%
16,181
+3,247
3474
$1.23M ﹤0.01%
43,147
-912
3475
$1.23M ﹤0.01%
163,113
+107,562