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
3926
$593K ﹤0.01%
72,069
+2,043
3927
$592K ﹤0.01%
126,102
+43,860
3928
$591K ﹤0.01%
36,121
-71,070
3929
$590K ﹤0.01%
30,359
+22,628
3930
$589K ﹤0.01%
49,000
-5,463
3931
$587K ﹤0.01%
21,779
+12,513
3932
$580K ﹤0.01%
81,680
-47,407
3933
$580K ﹤0.01%
19,083
+417
3934
$580K ﹤0.01%
23,841
+17,752
3935
$579K ﹤0.01%
44,771
+9,750
3936
$577K ﹤0.01%
11,784
+10,729
3937
$577K ﹤0.01%
19,488
+834
3938
$577K ﹤0.01%
14,050
+508
3939
$576K ﹤0.01%
36,065
+24,050
3940
$576K ﹤0.01%
108,630
-176,928
3941
$570K ﹤0.01%
7,713
-3,778
3942
$569K ﹤0.01%
14,541
+735
3943
$569K ﹤0.01%
7,791
+4,572
3944
$568K ﹤0.01%
17,976
+15,121
3945
$567K ﹤0.01%
27,978
+14,347
3946
$567K ﹤0.01%
43,207
+3
3947
$566K ﹤0.01%
9,392
+5,432
3948
$563K ﹤0.01%
14,464
-2,474
3949
$560K ﹤0.01%
33,124
+2,005
3950
$559K ﹤0.01%
23,138
+5,166