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
4251
$328K ﹤0.01%
43,047
-243
4252
$326K ﹤0.01%
7,601
+7,018
4253
$325K ﹤0.01%
7,217
+3,889
4254
$323K ﹤0.01%
12,464
+721
4255
$322K ﹤0.01%
15,902
+2,640
4256
$321K ﹤0.01%
59,364
+25,639
4257
$321K ﹤0.01%
32,368
-21,713
4258
$321K ﹤0.01%
10,917
+3,050
4259
$320K ﹤0.01%
24,513
+22,680
4260
$319K ﹤0.01%
8,088
+1,989
4261
$319K ﹤0.01%
31,759
-8,222
4262
$319K ﹤0.01%
7,653
+13
4263
$318K ﹤0.01%
83,799
-3,668
4264
$317K ﹤0.01%
22,337
-159,954
4265
$316K ﹤0.01%
15,249
-3,826
4266
$316K ﹤0.01%
12,289
+2,456
4267
$316K ﹤0.01%
32,469
-9,050
4268
$315K ﹤0.01%
9,267
+8,459
4269
$315K ﹤0.01%
23,382
+21,561
4270
$315K ﹤0.01%
12,906
-4,264
4271
$314K ﹤0.01%
16,558
-33,466
4272
$312K ﹤0.01%
21,870
+17,720
4273
$311K ﹤0.01%
+18,261
4274
$310K ﹤0.01%
12,655
+11,643
4275
$310K ﹤0.01%
3,351
+151