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
4001
$507K ﹤0.01%
1,607
+1,062
4002
$506K ﹤0.01%
52,260
+50,560
4003
$506K ﹤0.01%
3,746
-54
4004
$504K ﹤0.01%
+27,351
4005
$503K ﹤0.01%
27,206
+26,016
4006
$501K ﹤0.01%
32,103
+16,583
4007
$501K ﹤0.01%
1,427
+564
4008
$501K ﹤0.01%
49,706
+40,395
4009
$500K ﹤0.01%
17,228
+277
4010
$499K ﹤0.01%
20,237
+1,412
4011
$499K ﹤0.01%
37,521
-4,603
4012
$496K ﹤0.01%
43,166
+39,881
4013
$496K ﹤0.01%
9,936
+8,987
4014
$496K ﹤0.01%
39,426
+30,754
4015
$495K ﹤0.01%
22,359
+2,640
4016
$495K ﹤0.01%
10,400
-737,148
4017
$494K ﹤0.01%
12,539
+22
4018
$493K ﹤0.01%
31,855
-27,822
4019
$493K ﹤0.01%
18,148
+4,436
4020
$493K ﹤0.01%
25,362
+896
4021
$492K ﹤0.01%
48,171
-4,327
4022
$492K ﹤0.01%
47,758
+1,097
4023
$491K ﹤0.01%
8,785
+2,627
4024
$491K ﹤0.01%
20,309
-4,197
4025
$490K ﹤0.01%
6,662
+1,489