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
3601
$1.02M ﹤0.01%
8,318
+2,033
3602
$1.02M ﹤0.01%
221,079
+64,793
3603
$1.02M ﹤0.01%
30,349
-4,620
3604
$1.02M ﹤0.01%
48,397
+141
3605
$1.01M ﹤0.01%
42,780
+23,987
3606
$1.01M ﹤0.01%
15,620
+12,155
3607
$1.01M ﹤0.01%
25,576
+24,023
3608
$1.01M ﹤0.01%
37,803
-49,089
3609
$1.01M ﹤0.01%
25,369
+9,315
3610
$1.01M ﹤0.01%
13,302
+293
3611
$1.01M ﹤0.01%
88,753
+2,210
3612
$1.01M ﹤0.01%
65,040
+29,515
3613
$1M ﹤0.01%
+43,609
3614
$1M ﹤0.01%
50,282
+1,296
3615
$1M ﹤0.01%
14,005
-27,562
3616
$1M ﹤0.01%
53,142
+36,837
3617
$995K ﹤0.01%
58,581
+16,901
3618
$993K ﹤0.01%
88,205
+36,600
3619
$993K ﹤0.01%
73,254
+16,425
3620
$992K ﹤0.01%
21,551
+17,002
3621
$992K ﹤0.01%
48,792
-5,247
3622
$989K ﹤0.01%
21,479
+20,442
3623
$989K ﹤0.01%
17,572
+5,782
3624
$986K ﹤0.01%
74,961
-137,002
3625
$985K ﹤0.01%
19,649
+16,069