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
4626
$134K ﹤0.01%
27,140
+9,896
4627
$133K ﹤0.01%
10,086
-1,308
4628
$133K ﹤0.01%
8,686
+5,774
4629
$133K ﹤0.01%
11,357
+9,946
4630
$133K ﹤0.01%
+1,751
4631
$133K ﹤0.01%
6,077
+4,885
4632
$132K ﹤0.01%
425
+270
4633
$132K ﹤0.01%
+4,642
4634
$132K ﹤0.01%
25,230
+24,030
4635
$131K ﹤0.01%
35,781
+22,377
4636
$131K ﹤0.01%
8,791
-7,008
4637
$130K ﹤0.01%
2,629
+139
4638
$130K ﹤0.01%
4,061
+855
4639
$130K ﹤0.01%
9,277
+9,057
4640
$130K ﹤0.01%
19,600
4641
$129K ﹤0.01%
19,466
-64,181
4642
$129K ﹤0.01%
8,961
+5,342
4643
$129K ﹤0.01%
8,000
4644
$129K ﹤0.01%
40,563
+6,937
4645
$128K ﹤0.01%
3,832
-8,118
4646
$128K ﹤0.01%
8,493
+2,652
4647
$128K ﹤0.01%
4,995
4648
$127K ﹤0.01%
11,905
4649
$127K ﹤0.01%
+6,140
4650
$127K ﹤0.01%
35,867
-1,572,171