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
3676
$904K ﹤0.01%
26,400
-12,220
3677
$903K ﹤0.01%
47,553
+13,841
3678
$902K ﹤0.01%
+45,047
3679
$901K ﹤0.01%
137,684
+16,532
3680
$900K ﹤0.01%
92,656
+26,182
3681
$899K ﹤0.01%
39,933
+15,157
3682
$898K ﹤0.01%
82,542
+144
3683
$897K ﹤0.01%
+44,895
3684
$894K ﹤0.01%
18,330
-12,590
3685
$893K ﹤0.01%
26,176
+13,516
3686
$893K ﹤0.01%
8,939
+5,282
3687
$893K ﹤0.01%
33,784
-1,041
3688
$892K ﹤0.01%
21,336
+2,427
3689
$889K ﹤0.01%
27,700
-18,877
3690
$886K ﹤0.01%
89,570
-4,506
3691
$885K ﹤0.01%
35,383
+16,091
3692
$884K ﹤0.01%
107,361
+32,491
3693
$883K ﹤0.01%
79,041
+645
3694
$882K ﹤0.01%
41,027
+25,216
3695
$879K ﹤0.01%
17,533
+4,339
3696
$878K ﹤0.01%
61,654
-5,888
3697
$876K ﹤0.01%
22,068
-36,193
3698
$874K ﹤0.01%
28,017
+3,470
3699
$873K ﹤0.01%
45,945
-3,443
3700
$870K ﹤0.01%
23,433
+7,190