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
3976
$528K ﹤0.01%
30,101
+1,239
3977
$527K ﹤0.01%
24,866
+608
3978
$525K ﹤0.01%
35,347
-8,733
3979
$524K ﹤0.01%
97,440
-160
3980
$523K ﹤0.01%
22,803
-29,535
3981
$523K ﹤0.01%
24,735
-54,081
3982
$522K ﹤0.01%
52,247
+4,983
3983
$522K ﹤0.01%
24,541
+3,756
3984
$522K ﹤0.01%
43,160
+5,585
3985
$518K ﹤0.01%
8,469
-1,473
3986
$518K ﹤0.01%
44,293
+1,302
3987
$517K ﹤0.01%
12,394
-9,116
3988
$516K ﹤0.01%
16,936
-12,029
3989
$515K ﹤0.01%
6,832
+5,702
3990
$514K ﹤0.01%
14,363
+2,086
3991
$514K ﹤0.01%
55,542
+25,762
3992
$513K ﹤0.01%
45,216
+10,498
3993
$513K ﹤0.01%
34,628
-9,173
3994
$513K ﹤0.01%
43,490
+17,475
3995
$511K ﹤0.01%
35,291
-2,671
3996
$511K ﹤0.01%
1,770
+1,609
3997
$511K ﹤0.01%
45,817
-87,088
3998
$511K ﹤0.01%
48,569
-5,420
3999
$510K ﹤0.01%
14,595
-21,602
4000
$508K ﹤0.01%
23,613
+1,047