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
3476
$1.23M ﹤0.01%
109,962
-169,751
3477
$1.23M ﹤0.01%
+38,478
3478
$1.23M ﹤0.01%
19,112
+644
3479
$1.23M ﹤0.01%
34,094
+8,527
3480
$1.23M ﹤0.01%
34,051
-1,265
3481
$1.22M ﹤0.01%
116,815
+32,748
3482
$1.22M ﹤0.01%
130,286
-38,597
3483
$1.22M ﹤0.01%
40,650
-23,442
3484
$1.22M ﹤0.01%
102,211
-24,057
3485
$1.22M ﹤0.01%
174,484
-11,644
3486
$1.22M ﹤0.01%
66,975
-3,132
3487
$1.22M ﹤0.01%
10,327
+3,735
3488
$1.22M ﹤0.01%
121,915
-15,190
3489
$1.22M ﹤0.01%
57,375
+359
3490
$1.22M ﹤0.01%
28,556
+20,153
3491
$1.22M ﹤0.01%
16,761
+9,510
3492
$1.21M ﹤0.01%
177,418
-163,174
3493
$1.21M ﹤0.01%
112,739
+1,557
3494
$1.21M ﹤0.01%
46,892
-559
3495
$1.21M ﹤0.01%
48,104
-9,104
3496
$1.21M ﹤0.01%
99,768
+16,516
3497
$1.21M ﹤0.01%
31,086
-56,275
3498
$1.21M ﹤0.01%
21,196
+11,089
3499
$1.21M ﹤0.01%
106,353
+25,260
3500
$1.2M ﹤0.01%
99,383
-38,415