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
4151
$399K ﹤0.01%
16,493
+13,843
4152
$399K ﹤0.01%
70,940
-5,100
4153
$397K ﹤0.01%
16,458
+10,952
4154
$396K ﹤0.01%
49,741
+4,207
4155
$396K ﹤0.01%
55,225
-3,967
4156
$395K ﹤0.01%
28,364
-26,869
4157
$395K ﹤0.01%
16,871
+15,497
4158
$394K ﹤0.01%
12,476
+804
4159
$394K ﹤0.01%
46,821
+24,596
4160
$393K ﹤0.01%
1,505
-323
4161
$393K ﹤0.01%
12,319
-2,863
4162
$392K ﹤0.01%
13,483
+8,045
4163
$392K ﹤0.01%
29,864
+338
4164
$391K ﹤0.01%
22,241
+20,220
4165
$390K ﹤0.01%
+8,124
4166
$390K ﹤0.01%
18,049
-891
4167
$390K ﹤0.01%
8,171
+7,926
4168
$390K ﹤0.01%
47,171
+33,413
4169
$387K ﹤0.01%
29,392
-2,096
4170
$387K ﹤0.01%
18,004
+3,265
4171
$386K ﹤0.01%
36,980
-5,153
4172
$386K ﹤0.01%
18,642
+2,402
4173
$383K ﹤0.01%
14,499
+10,529
4174
$382K ﹤0.01%
20,237
-58,667
4175
$381K ﹤0.01%
6,647
-4,269