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
4326
$275K ﹤0.01%
5,532
+1,376
4327
$275K ﹤0.01%
17,672
+15,176
4328
$275K ﹤0.01%
11,712
-3,258
4329
$274K ﹤0.01%
11,679
+1,449
4330
$274K ﹤0.01%
10,599
-48,676
4331
$274K ﹤0.01%
11,039
+492
4332
$274K ﹤0.01%
69,210
-41,677
4333
$274K ﹤0.01%
25,329
+5,061
4334
$273K ﹤0.01%
13,811
-3,708
4335
$272K ﹤0.01%
16,208
+14,960
4336
$272K ﹤0.01%
6,723
+5,375
4337
$272K ﹤0.01%
29,118
+14,756
4338
$272K ﹤0.01%
17,301
+743
4339
$272K ﹤0.01%
10,793
-1,357
4340
$271K ﹤0.01%
19,765
+18,984
4341
$271K ﹤0.01%
21,144
-7,069
4342
$271K ﹤0.01%
12,006
-2,336
4343
$270K ﹤0.01%
3,478
4344
$270K ﹤0.01%
6,736
+5,394
4345
$270K ﹤0.01%
30,203
-27,195
4346
$270K ﹤0.01%
6,651
+4,905
4347
$269K ﹤0.01%
37,035
+9,063
4348
$267K ﹤0.01%
9,730
+2,063
4349
$267K ﹤0.01%
28,328
+8,621
4350
$266K ﹤0.01%
13,393