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
4426
$228K ﹤0.01%
17,296
+4,761
4427
$227K ﹤0.01%
9,028
+7,007
4428
$224K ﹤0.01%
12,006
+3,996
4429
$224K ﹤0.01%
2,960
-1,405
4430
$224K ﹤0.01%
14,268
+10,957
4431
$222K ﹤0.01%
45,824
+32,142
4432
$221K ﹤0.01%
58,688
+23,526
4433
$220K ﹤0.01%
14,661
+8,034
4434
$220K ﹤0.01%
7,578
+1,980
4435
$219K ﹤0.01%
79,758
4436
$219K ﹤0.01%
7,104
+2,494
4437
$218K ﹤0.01%
9,777
+6,304
4438
$217K ﹤0.01%
8,075
+3,400
4439
$217K ﹤0.01%
9,379
-262
4440
$216K ﹤0.01%
4,985
+1,085
4441
$215K ﹤0.01%
3,940
+1,354
4442
$215K ﹤0.01%
6,822
-200
4443
$215K ﹤0.01%
39,040
+898
4444
$215K ﹤0.01%
1,491
+93
4445
$214K ﹤0.01%
22,585
+234
4446
$214K ﹤0.01%
16,295
-3,588
4447
$213K ﹤0.01%
5,220
-2,954
4448
$213K ﹤0.01%
12,677
+111
4449
$213K ﹤0.01%
15,331
-478
4450
$213K ﹤0.01%
149,585
+49,804