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
3851
$675K ﹤0.01%
7,173
-306
3852
$674K ﹤0.01%
152,131
+69,502
3853
$674K ﹤0.01%
114,698
-49,160
3854
$671K ﹤0.01%
97,099
+7,589
3855
$669K ﹤0.01%
48,251
-994
3856
$668K ﹤0.01%
15,240
+802
3857
$668K ﹤0.01%
40,236
+1,847
3858
$667K ﹤0.01%
82,827
+8,817
3859
$667K ﹤0.01%
7,149
-8,790
3860
$664K ﹤0.01%
93,757
-8,511
3861
$661K ﹤0.01%
12,646
+3,875
3862
$657K ﹤0.01%
48,171
+47,133
3863
$656K ﹤0.01%
20,451
+5,905
3864
$656K ﹤0.01%
27,683
+16,003
3865
$654K ﹤0.01%
4,134
-442
3866
$653K ﹤0.01%
14,933
-1,016,408
3867
$650K ﹤0.01%
58,905
-5,005
3868
$648K ﹤0.01%
91,708
+27,855
3869
$648K ﹤0.01%
41,427
+3,733
3870
$647K ﹤0.01%
28,861
3871
$645K ﹤0.01%
106,442
-41,979
3872
$642K ﹤0.01%
3,430
+42
3873
$640K ﹤0.01%
62,181
+3,260
3874
$639K ﹤0.01%
79,465
+18,679
3875
$639K ﹤0.01%
53,821
+17,620