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
3576
$1.07M ﹤0.01%
48,264
+10,127
3577
$1.07M ﹤0.01%
30,611
-6,873
3578
$1.06M ﹤0.01%
42,345
-21,328
3579
$1.06M ﹤0.01%
+36,000
3580
$1.06M ﹤0.01%
111,466
+26,669
3581
$1.06M ﹤0.01%
82,043
-2,113
3582
$1.05M ﹤0.01%
96,607
-81,131
3583
$1.04M ﹤0.01%
50,264
-17,929
3584
$1.04M ﹤0.01%
71,429
+2,267
3585
$1.04M ﹤0.01%
21,050
+700
3586
$1.04M ﹤0.01%
28,178
+23,515
3587
$1.03M ﹤0.01%
41,905
+1,405
3588
$1.03M ﹤0.01%
59,193
+24,879
3589
$1.03M ﹤0.01%
11,535
-36,800
3590
$1.03M ﹤0.01%
55,254
-199
3591
$1.03M ﹤0.01%
68,561
+15,896
3592
$1.03M ﹤0.01%
125,982
-73,944
3593
$1.03M ﹤0.01%
26,746
+8,699
3594
$1.03M ﹤0.01%
28,221
-4,908
3595
$1.03M ﹤0.01%
38,676
-25,584
3596
$1.03M ﹤0.01%
115,219
-13,487
3597
$1.02M ﹤0.01%
45,834
-284,407
3598
$1.02M ﹤0.01%
58,953
+44,711
3599
$1.02M ﹤0.01%
+39,031
3600
$1.02M ﹤0.01%
27,764
+19,335