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
4076
$447K ﹤0.01%
37,100
4077
$447K ﹤0.01%
96,338
+54,295
4078
$445K ﹤0.01%
36,183
-3,745
4079
$445K ﹤0.01%
17,159
-743
4080
$445K ﹤0.01%
51,898
+41,435
4081
$444K ﹤0.01%
386,250
-413,551
4082
$444K ﹤0.01%
5,145
-1,681
4083
$443K ﹤0.01%
34,971
-1,845
4084
$441K ﹤0.01%
8,890
-17,473
4085
$441K ﹤0.01%
19,716
-1,458
4086
$440K ﹤0.01%
8,285
+2,246
4087
$440K ﹤0.01%
15,389
+1,148
4088
$440K ﹤0.01%
49,842
-10,309
4089
$439K ﹤0.01%
31,605
+10,439
4090
$438K ﹤0.01%
198,423
+41,970
4091
$437K ﹤0.01%
11,853
+3,805
4092
$436K ﹤0.01%
34,685
+1,063
4093
$436K ﹤0.01%
+21,500
4094
$436K ﹤0.01%
111,857
+60,026
4095
$436K ﹤0.01%
102,474
-847
4096
$434K ﹤0.01%
79,271
+46,975
4097
$434K ﹤0.01%
49,883
+6,753
4098
$434K ﹤0.01%
53,105
+11,432
4099
$432K ﹤0.01%
22,414
4100
$432K ﹤0.01%
16,767
-2,651