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
4051
$464K ﹤0.01%
30,428
+363
4052
$463K ﹤0.01%
29,999
+332
4053
$462K ﹤0.01%
110,461
+2,722
4054
$462K ﹤0.01%
83,511
-1,114
4055
$462K ﹤0.01%
17,140
+13,146
4056
$462K ﹤0.01%
7,610
+1,083
4057
$462K ﹤0.01%
47,475
+26,142
4058
$462K ﹤0.01%
911
+75
4059
$462K ﹤0.01%
42,769
+36,346
4060
$461K ﹤0.01%
29,396
+2,367
4061
$459K ﹤0.01%
13,201
-4,560
4062
$459K ﹤0.01%
6,059
+411
4063
$459K ﹤0.01%
80,660
+5,775
4064
$459K ﹤0.01%
65,394
-33,895
4065
$456K ﹤0.01%
53,459
+19,326
4066
$456K ﹤0.01%
41,136
+1,083
4067
$455K ﹤0.01%
68,622
+47,963
4068
$453K ﹤0.01%
22,667
4069
$453K ﹤0.01%
335,675
4070
$452K ﹤0.01%
69,586
+44,286
4071
$451K ﹤0.01%
38,233
-9,452
4072
$451K ﹤0.01%
16,956
-2,559
4073
$449K ﹤0.01%
54,241
+36,630
4074
$448K ﹤0.01%
58,136
+2,973
4075
$448K ﹤0.01%
172,361
-346