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
3951
$558K ﹤0.01%
29,828
-4,643
3952
$558K ﹤0.01%
7,984
-1,050
3953
$556K ﹤0.01%
98,526
+39,704
3954
$556K ﹤0.01%
+20,000
3955
$555K ﹤0.01%
23,648
+18,905
3956
$554K ﹤0.01%
21,013
-68,377
3957
$554K ﹤0.01%
35,263
+2,754
3958
$552K ﹤0.01%
51,802
-283,500
3959
$552K ﹤0.01%
322,636
-500
3960
$551K ﹤0.01%
1,898
+1,175
3961
$550K ﹤0.01%
40,095
-1,237
3962
$550K ﹤0.01%
42,406
+14,774
3963
$544K ﹤0.01%
37,787
-2,190
3964
$544K ﹤0.01%
45,794
-10,110
3965
$543K ﹤0.01%
24,962
+15,982
3966
$541K ﹤0.01%
10,833
+753
3967
$539K ﹤0.01%
21,396
+11,670
3968
$539K ﹤0.01%
21,456
-13,382
3969
$538K ﹤0.01%
68,739
-78
3970
$538K ﹤0.01%
105,103
-3,065
3971
$537K ﹤0.01%
29,184
-3,739
3972
$535K ﹤0.01%
22,362
-10,754
3973
$532K ﹤0.01%
59,324
+27,528
3974
$531K ﹤0.01%
12,820
+11,111
3975
$531K ﹤0.01%
20,553
+8,403