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
4601
$143K ﹤0.01%
10,216
-4,561
4602
$142K ﹤0.01%
7,404
-23
4603
$141K ﹤0.01%
3,968
+542
4604
$141K ﹤0.01%
15,536
+741
4605
$141K ﹤0.01%
22,892
+3,670
4606
$141K ﹤0.01%
8,461
+4,382
4607
$141K ﹤0.01%
3,526
+454
4608
$140K ﹤0.01%
35,420
+5,027
4609
$140K ﹤0.01%
2,423
+413
4610
$140K ﹤0.01%
23,603
-131,592
4611
$140K ﹤0.01%
11,676
+11,255
4612
$140K ﹤0.01%
3,838
-1,420
4613
$140K ﹤0.01%
2,871
-12,105
4614
$139K ﹤0.01%
3,090
+1,259
4615
$138K ﹤0.01%
9,783
+4,803
4616
$138K ﹤0.01%
8,559
+2,194
4617
$138K ﹤0.01%
9,814
-10,000
4618
$137K ﹤0.01%
15,939
+8,104
4619
$137K ﹤0.01%
10,015
4620
$136K ﹤0.01%
47,351
-364
4621
$136K ﹤0.01%
6,716
-398
4622
$135K ﹤0.01%
4,978
+50
4623
$135K ﹤0.01%
14,250
-3,100
4624
$134K ﹤0.01%
47,150
+35,218
4625
$134K ﹤0.01%
7,484
+3,375