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
4376
$251K ﹤0.01%
7,926
+7,924
4377
$251K ﹤0.01%
2,040
-8
4378
$250K ﹤0.01%
17,164
+8,429
4379
$249K ﹤0.01%
16,590
-18,615
4380
$249K ﹤0.01%
30,266
-509
4381
$249K ﹤0.01%
63
+10
4382
$247K ﹤0.01%
11,339
-4,616
4383
$247K ﹤0.01%
8,703
+2,939
4384
$247K ﹤0.01%
14,981
+5,425
4385
$247K ﹤0.01%
17,385
-3,801
4386
$246K ﹤0.01%
6,408
+4,460
4387
$246K ﹤0.01%
3,147
-1,713
4388
$246K ﹤0.01%
6,146
+3,624
4389
$246K ﹤0.01%
8,728
+2,354
4390
$245K ﹤0.01%
21,444
-61,718
4391
$245K ﹤0.01%
40,000
+20,000
4392
$244K ﹤0.01%
20,464
-11,723
4393
$244K ﹤0.01%
6,805
4394
$243K ﹤0.01%
8,388
-3,704
4395
$243K ﹤0.01%
20,397
-1
4396
$242K ﹤0.01%
45,356
-8,714
4397
$242K ﹤0.01%
30,768
+14,032
4398
$241K ﹤0.01%
10,459
-2,522
4399
$241K ﹤0.01%
7,113
-12
4400
$241K ﹤0.01%
+9,277