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
4176
$381K ﹤0.01%
683
+333
4177
$381K ﹤0.01%
17,965
+7,259
4178
$380K ﹤0.01%
35,578
+7,611
4179
$380K ﹤0.01%
7,537
+850
4180
$380K ﹤0.01%
167,464
-2,304
4181
$380K ﹤0.01%
20,265
+18,428
4182
$379K ﹤0.01%
25,211
-6,366
4183
$378K ﹤0.01%
47,548
-832
4184
$378K ﹤0.01%
24,756
-32,011
4185
$377K ﹤0.01%
86,303
+25,409
4186
$376K ﹤0.01%
36,186
-48,828
4187
$374K ﹤0.01%
5,859
-873
4188
$374K ﹤0.01%
45,914
+40,614
4189
$373K ﹤0.01%
37,595
+23,640
4190
$372K ﹤0.01%
8,017
-564
4191
$371K ﹤0.01%
25,771
-10,103
4192
$370K ﹤0.01%
18,363
-500
4193
$368K ﹤0.01%
18,358
+4,666
4194
$367K ﹤0.01%
6,505
+2,667
4195
$367K ﹤0.01%
27,581
+11,937
4196
$366K ﹤0.01%
107,965
-38,108
4197
$365K ﹤0.01%
60,078
+3,612
4198
$364K ﹤0.01%
18,580
+4,393
4199
$364K ﹤0.01%
79,830
+15,860
4200
$364K ﹤0.01%
38,368
-190