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
3701
$870K ﹤0.01%
70,902
-11,038
3702
$868K ﹤0.01%
40,553
+14,124
3703
$867K ﹤0.01%
+11,108
3704
$867K ﹤0.01%
46,609
+4,347
3705
$866K ﹤0.01%
61,424
+22,572
3706
$866K ﹤0.01%
50,458
-32,537
3707
$865K ﹤0.01%
104,192
+47,876
3708
$863K ﹤0.01%
30,155
-16,647
3709
$857K ﹤0.01%
61,575
-2,029
3710
$856K ﹤0.01%
128,363
+19,928
3711
$856K ﹤0.01%
66,525
+5,020
3712
$856K ﹤0.01%
30,078
+27,072
3713
$856K ﹤0.01%
44,942
+1,838
3714
$853K ﹤0.01%
15,137
-21,050
3715
$853K ﹤0.01%
603
+30
3716
$853K ﹤0.01%
24,201
+5,151
3717
$851K ﹤0.01%
44,475
+18,031
3718
$850K ﹤0.01%
35,690
+20,465
3719
$848K ﹤0.01%
45,163
-367,935
3720
$847K ﹤0.01%
5,671
+105
3721
$846K ﹤0.01%
67,923
-52,655
3722
$845K ﹤0.01%
47,822
-7,378
3723
$843K ﹤0.01%
32,891
+8,449
3724
$842K ﹤0.01%
15,817
+14,080
3725
$841K ﹤0.01%
+23,333