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
3651
$946K ﹤0.01%
36,925
-63,522
3652
$946K ﹤0.01%
30,150
+9,267
3653
$945K ﹤0.01%
110,152
-8,197
3654
$943K ﹤0.01%
45,436
+27,905
3655
$943K ﹤0.01%
+42,471
3656
$943K ﹤0.01%
21,015
+12,566
3657
$943K ﹤0.01%
+38,813
3658
$942K ﹤0.01%
50,783
-3,955
3659
$941K ﹤0.01%
25,594
-2,703
3660
$938K ﹤0.01%
521,260
3661
$929K ﹤0.01%
48,728
+23,164
3662
$928K ﹤0.01%
58,956
-14,885
3663
$926K ﹤0.01%
63,047
+12,892
3664
$924K ﹤0.01%
101,532
+5,736
3665
$924K ﹤0.01%
53,458
+9,547
3666
$923K ﹤0.01%
329,150
-385,250
3667
$922K ﹤0.01%
52,725
+6,715
3668
$917K ﹤0.01%
33,727
+2,615
3669
$914K ﹤0.01%
34,536
+22,992
3670
$914K ﹤0.01%
39,568
-28,856
3671
$912K ﹤0.01%
48,143
+22,382
3672
$910K ﹤0.01%
22,673
+3,571
3673
$909K ﹤0.01%
39,860
+30,518
3674
$909K ﹤0.01%
65,362
+9,308
3675
$905K ﹤0.01%
12,053
-2,883