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
4301
$296K ﹤0.01%
8,523
+7,936
4302
$294K ﹤0.01%
20,604
+19,508
4303
$293K ﹤0.01%
19,541
+3,892
4304
$292K ﹤0.01%
9,452
-1,799
4305
$292K ﹤0.01%
4,490
4306
$292K ﹤0.01%
15,625
+12,836
4307
$291K ﹤0.01%
11,472
+9,178
4308
$291K ﹤0.01%
22,101
-58,643
4309
$289K ﹤0.01%
9,558
-9,992
4310
$288K ﹤0.01%
17,905
+7,357
4311
$287K ﹤0.01%
31,157
-3,642
4312
$287K ﹤0.01%
56,799
+7,951
4313
$286K ﹤0.01%
11,066
-7,750
4314
$285K ﹤0.01%
18,895
+10,950
4315
$285K ﹤0.01%
20,158
+16,368
4316
$282K ﹤0.01%
8,586
+1,860
4317
$281K ﹤0.01%
+55,049
4318
$280K ﹤0.01%
44,735
+33,923
4319
$280K ﹤0.01%
6,860
-918
4320
$278K ﹤0.01%
22,036
-9,135
4321
$277K ﹤0.01%
39,563
+6,451
4322
$277K ﹤0.01%
10,960
-12,479
4323
$277K ﹤0.01%
26,839
+21,398
4324
$276K ﹤0.01%
8,156
-38,533
4325
$276K ﹤0.01%
9,187
-1,389