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
4226
$343K ﹤0.01%
19,289
+1,046
4227
$343K ﹤0.01%
25,700
-2,797
4228
$343K ﹤0.01%
26,387
-4,731
4229
$343K ﹤0.01%
14,172
+9,747
4230
$342K ﹤0.01%
16,720
+12,061
4231
$341K ﹤0.01%
26,498
+20,045
4232
$341K ﹤0.01%
+28,323
4233
$341K ﹤0.01%
22,397
+11,891
4234
$340K ﹤0.01%
297
+226
4235
$340K ﹤0.01%
7,182
-7,636
4236
$340K ﹤0.01%
128,448
4237
$340K ﹤0.01%
24,363
-5,712
4238
$340K ﹤0.01%
27,446
+7,327
4239
$339K ﹤0.01%
23,688
+15,719
4240
$337K ﹤0.01%
100,219
-1,183
4241
$337K ﹤0.01%
8,587
+2,444
4242
$337K ﹤0.01%
20,342
-23,942
4243
$336K ﹤0.01%
22,198
-889
4244
$332K ﹤0.01%
7,070
-107
4245
$331K ﹤0.01%
9,527
-25,032
4246
$330K ﹤0.01%
31,691
+2,315
4247
$329K ﹤0.01%
35,100
+666
4248
$328K ﹤0.01%
93,056
+75,456
4249
$328K ﹤0.01%
23,347
-900
4250
$328K ﹤0.01%
37,314
+29,654