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
3501
$1.2M ﹤0.01%
189,293
-86,323
3502
$1.2M ﹤0.01%
63,151
-5,968
3503
$1.19M ﹤0.01%
87,583
-17,456
3504
$1.18M ﹤0.01%
372,571
-50,508
3505
$1.18M ﹤0.01%
6,461
+714
3506
$1.18M ﹤0.01%
39,067
+17,489
3507
$1.17M ﹤0.01%
158,387
-162,820
3508
$1.17M ﹤0.01%
85,140
+3,772
3509
$1.17M ﹤0.01%
38,274
+34,756
3510
$1.17M ﹤0.01%
23,997
+23,162
3511
$1.17M ﹤0.01%
197,543
+671
3512
$1.17M ﹤0.01%
75,054
+33,791
3513
$1.17M ﹤0.01%
126,636
+114,236
3514
$1.16M ﹤0.01%
298,264
+3,620
3515
$1.16M ﹤0.01%
122,598
+31,596
3516
$1.16M ﹤0.01%
44,949
-3,270
3517
$1.16M ﹤0.01%
80,944
+20,583
3518
$1.16M ﹤0.01%
14,906
+9,326
3519
$1.15M ﹤0.01%
50,683
+12,562
3520
$1.15M ﹤0.01%
17,263
-1,600
3521
$1.15M ﹤0.01%
167,846
-17,722
3522
$1.15M ﹤0.01%
139,401
+49,736
3523
$1.15M ﹤0.01%
234,637
+59,179
3524
$1.15M ﹤0.01%
24,799
+12,693
3525
$1.15M ﹤0.01%
47,451
+6,883