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
4476
$201K ﹤0.01%
9,174
-1,098
4477
$200K ﹤0.01%
42,652
+4,822
4478
$200K ﹤0.01%
12,741
+8,108
4479
$200K ﹤0.01%
5,975
4480
$199K ﹤0.01%
13,423
-1,063
4481
$198K ﹤0.01%
12,825
-10,229
4482
$197K ﹤0.01%
24,138
-857
4483
$197K ﹤0.01%
+5,542
4484
$196K ﹤0.01%
4,968
+492
4485
$196K ﹤0.01%
10,302
+315
4486
$195K ﹤0.01%
18,540
+3,144
4487
$194K ﹤0.01%
+8,116
4488
$194K ﹤0.01%
13,574
-961
4489
$192K ﹤0.01%
8,038
+1,393
4490
$192K ﹤0.01%
8,540
+6,521
4491
$192K ﹤0.01%
13,361
+1,981
4492
$192K ﹤0.01%
+69,440
4493
$192K ﹤0.01%
+19,400
4494
$191K ﹤0.01%
7,124
-55,345
4495
$191K ﹤0.01%
+6,902
4496
$190K ﹤0.01%
6,755
-32,754
4497
$190K ﹤0.01%
8,186
-1,486
4498
$190K ﹤0.01%
8,563
+625
4499
$189K ﹤0.01%
12,518
+10,525
4500
$187K ﹤0.01%
44,966
+43,798