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
4351
$266K ﹤0.01%
30,880
+3,720
4352
$265K ﹤0.01%
12,717
+200
4353
$265K ﹤0.01%
13,869
+5,532
4354
$264K ﹤0.01%
8,002
+1,275
4355
$264K ﹤0.01%
39,152
+35,066
4356
$262K ﹤0.01%
121,823
+100,797
4357
$260K ﹤0.01%
7,967
-21,277
4358
$259K ﹤0.01%
8,387
+7,232
4359
$259K ﹤0.01%
64
-21
4360
$259K ﹤0.01%
39,574
-1,294
4361
$259K ﹤0.01%
10,000
-23
4362
$259K ﹤0.01%
15,554
+5,054
4363
$258K ﹤0.01%
+542
4364
$258K ﹤0.01%
23,811
-151,311
4365
$258K ﹤0.01%
16,392
+832
4366
$258K ﹤0.01%
19,423
+4,658
4367
$257K ﹤0.01%
11,929
-34,650
4368
$257K ﹤0.01%
30,800
-2,000
4369
$257K ﹤0.01%
+30,415
4370
$256K ﹤0.01%
29,897
-795
4371
$256K ﹤0.01%
17,718
+2,859
4372
$256K ﹤0.01%
9,860
+8,932
4373
$254K ﹤0.01%
18,049
+5,946
4374
$254K ﹤0.01%
119,846
+19,735
4375
$253K ﹤0.01%
17,617
+2,505