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
3551
$1.11M ﹤0.01%
229,587
+12,801
3552
$1.11M ﹤0.01%
108,783
+59,990
3553
$1.11M ﹤0.01%
60,437
+32,231
3554
$1.1M ﹤0.01%
97,374
-591,683
3555
$1.1M ﹤0.01%
56,702
+5,487
3556
$1.1M ﹤0.01%
29,768
+3,612
3557
$1.1M ﹤0.01%
22,214
+17,063
3558
$1.1M ﹤0.01%
54,695
-8,279
3559
$1.1M ﹤0.01%
52,477
-15,236
3560
$1.1M ﹤0.01%
57,198
+29,831
3561
$1.09M ﹤0.01%
18,250
+7,799
3562
$1.09M ﹤0.01%
157,256
+1,146
3563
$1.08M ﹤0.01%
140,746
+5,842
3564
$1.08M ﹤0.01%
29,343
+15,390
3565
$1.08M ﹤0.01%
56,991
+36,277
3566
$1.08M ﹤0.01%
17,022
+312
3567
$1.08M ﹤0.01%
89,570
+72,727
3568
$1.08M ﹤0.01%
3,819
-3,003
3569
$1.08M ﹤0.01%
106,691
-10,382
3570
$1.08M ﹤0.01%
45,193
-5,823
3571
$1.07M ﹤0.01%
29,091
+8,696
3572
$1.07M ﹤0.01%
30,524
-63,501
3573
$1.07M ﹤0.01%
68,215
+64,638
3574
$1.07M ﹤0.01%
31,206
+16,423
3575
$1.07M ﹤0.01%
24,524
+5,889