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
3876
$638K ﹤0.01%
19,045
+13,039
3877
$636K ﹤0.01%
40,888
+36,361
3878
$636K ﹤0.01%
410,201
-121,621
3879
$635K ﹤0.01%
28,364
+26,187
3880
$635K ﹤0.01%
12,522
+11,392
3881
$635K ﹤0.01%
25,887
+5,138
3882
$633K ﹤0.01%
15,361
-66,696
3883
$631K ﹤0.01%
35,106
-3,501
3884
$630K ﹤0.01%
24,721
+14,200
3885
$628K ﹤0.01%
152,834
-12,262
3886
$627K ﹤0.01%
43,210
+1,131
3887
$627K ﹤0.01%
63,811
-2,391
3888
$627K ﹤0.01%
59,838
-50,711
3889
$625K ﹤0.01%
+144,318
3890
$623K ﹤0.01%
55,185
+47,973
3891
$620K ﹤0.01%
70,789
-4,511
3892
$620K ﹤0.01%
22,067
-833
3893
$619K ﹤0.01%
+12,683
3894
$619K ﹤0.01%
+21,000
3895
$616K ﹤0.01%
23,208
+9,639
3896
$616K ﹤0.01%
26,396
+15,844
3897
$615K ﹤0.01%
21,332
+18,952
3898
$614K ﹤0.01%
43,853
+33,569
3899
$614K ﹤0.01%
49,069
-3,031
3900
$613K ﹤0.01%
20,426
+929