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
3901
$613K ﹤0.01%
5,419
+1,953
3902
$612K ﹤0.01%
31,646
+9,141
3903
$612K ﹤0.01%
21,918
+10,008
3904
$610K ﹤0.01%
11,492
-19,220
3905
$609K ﹤0.01%
53,796
+9,723
3906
$608K ﹤0.01%
14,715
+13,164
3907
$608K ﹤0.01%
70,703
-5,982
3908
$606K ﹤0.01%
56,235
-143,940
3909
$604K ﹤0.01%
57,082
+10,830
3910
$603K ﹤0.01%
37,087
-7,471
3911
$600K ﹤0.01%
35,334
+2,059
3912
$598K ﹤0.01%
9,869
+565
3913
$598K ﹤0.01%
43,974
-11,334
3914
$598K ﹤0.01%
5,794
-125
3915
$598K ﹤0.01%
25,019
-16,663
3916
$598K ﹤0.01%
21,115
-102,604
3917
$597K ﹤0.01%
38,945
+8,439
3918
$597K ﹤0.01%
40,531
+9,534
3919
$597K ﹤0.01%
34,325
-1,453
3920
$596K ﹤0.01%
91,608
-23,821
3921
$595K ﹤0.01%
13,483
+7,016
3922
$595K ﹤0.01%
73,947
+1,216
3923
$595K ﹤0.01%
10,951
+250
3924
$595K ﹤0.01%
41,417
+6,252
3925
$595K ﹤0.01%
26,155
+24,981