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
4451
$212K ﹤0.01%
8,633
+4,830
4452
$212K ﹤0.01%
19,216
+5,617
4453
$211K ﹤0.01%
16,025
+35
4454
$211K ﹤0.01%
11,268
-736
4455
$211K ﹤0.01%
5,908
-2,798
4456
$210K ﹤0.01%
15,000
+1,800
4457
$210K ﹤0.01%
12,670
-1,150
4458
$210K ﹤0.01%
6,282
+2,145
4459
$209K ﹤0.01%
1,007
-245
4460
$208K ﹤0.01%
14,748
+2,779
4461
$208K ﹤0.01%
4,825
+1,543
4462
$208K ﹤0.01%
6,494
-14,106
4463
$207K ﹤0.01%
18,201
+1,262
4464
$207K ﹤0.01%
2,173
+56
4465
$207K ﹤0.01%
8,068
+355
4466
$206K ﹤0.01%
5,837
-3,242
4467
$206K ﹤0.01%
2,196
-6,317
4468
$206K ﹤0.01%
14,021
-4,459
4469
$205K ﹤0.01%
2,454
+630
4470
$204K ﹤0.01%
20,908
+14,608
4471
$204K ﹤0.01%
20,932
+1,038
4472
$203K ﹤0.01%
15,064
+13,060
4473
$202K ﹤0.01%
20,332
+16,177
4474
$201K ﹤0.01%
6,501
+2,415
4475
$201K ﹤0.01%
3,484