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
4126
$415K ﹤0.01%
48,934
+7,571
4127
$415K ﹤0.01%
17,715
+9,889
4128
$415K ﹤0.01%
152,655
+19,778
4129
$414K ﹤0.01%
29,159
+16,394
4130
$414K ﹤0.01%
52,611
-5,487
4131
$414K ﹤0.01%
15,546
+6,370
4132
$414K ﹤0.01%
+7,048
4133
$414K ﹤0.01%
17,222
-38,837
4134
$414K ﹤0.01%
33,785
+31,767
4135
$413K ﹤0.01%
24,479
+23,205
4136
$412K ﹤0.01%
12,634
-2,050
4137
$411K ﹤0.01%
31,613
-1,954
4138
$411K ﹤0.01%
14,022
+5,349
4139
$410K ﹤0.01%
14,269
+5,433
4140
$407K ﹤0.01%
8,359
+539
4141
$407K ﹤0.01%
8,481
+5,859
4142
$407K ﹤0.01%
30,916
+16,101
4143
$406K ﹤0.01%
16,574
+1,915
4144
$406K ﹤0.01%
18,533
+6,183
4145
$405K ﹤0.01%
8,109
-343
4146
$403K ﹤0.01%
21,548
+2,548
4147
$403K ﹤0.01%
11,564
+4,781
4148
$400K ﹤0.01%
30,278
+6,075
4149
$400K ﹤0.01%
11,910
+7,809
4150
$400K ﹤0.01%
8,140
+5,003