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
4101
$431K ﹤0.01%
3,055
+1
4102
$431K ﹤0.01%
33,248
+10,661
4103
$431K ﹤0.01%
10,635
+2,114
4104
$430K ﹤0.01%
32,832
-8,887
4105
$430K ﹤0.01%
12,466
-13,726
4106
$429K ﹤0.01%
24,142
+5,388
4107
$428K ﹤0.01%
59,699
-94,993
4108
$428K ﹤0.01%
26,806
+122
4109
$427K ﹤0.01%
5,872
+5,718
4110
$424K ﹤0.01%
7,443
+6,367
4111
$423K ﹤0.01%
27,270
+221
4112
$423K ﹤0.01%
29,290
+1,614
4113
$423K ﹤0.01%
5,750
-48
4114
$423K ﹤0.01%
31,303
+718
4115
$422K ﹤0.01%
12,460
-138
4116
$422K ﹤0.01%
31,039
-5,225
4117
$420K ﹤0.01%
26,363
+7,635
4118
$419K ﹤0.01%
89,685
+37,896
4119
$419K ﹤0.01%
25,763
+781
4120
$418K ﹤0.01%
10,972
+10,521
4121
$417K ﹤0.01%
3,844
+482
4122
$417K ﹤0.01%
14,523
+10,086
4123
$417K ﹤0.01%
101,635
+101,512
4124
$416K ﹤0.01%
35,549
+2,849
4125
$416K ﹤0.01%
161,062
+159,612