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
4651
$126K ﹤0.01%
17,000
+8,000
4652
$126K ﹤0.01%
635
+382
4653
$126K ﹤0.01%
16,979
+15,000
4654
$125K ﹤0.01%
12,053
+9,530
4655
$125K ﹤0.01%
47,242
+12,359
4656
$125K ﹤0.01%
5,446
+3,446
4657
$124K ﹤0.01%
1,038
-1,013
4658
$123K ﹤0.01%
2,000
-830
4659
$123K ﹤0.01%
1,525
-550
4660
$123K ﹤0.01%
28,009
-1
4661
$123K ﹤0.01%
6,300
-698
4662
$123K ﹤0.01%
12,625
-710
4663
$122K ﹤0.01%
2,256
-35
4664
$121K ﹤0.01%
10,017
+4,948
4665
$121K ﹤0.01%
1,247
+111
4666
$121K ﹤0.01%
6,776
-91,178
4667
$121K ﹤0.01%
10,105
+9,996
4668
$121K ﹤0.01%
14,195
+9,332
4669
$121K ﹤0.01%
+14,000
4670
$120K ﹤0.01%
45,277
+44,363
4671
$120K ﹤0.01%
8,912
+3,500
4672
$119K ﹤0.01%
11,118
+4,455
4673
$119K ﹤0.01%
8,942
-49,282
4674
$119K ﹤0.01%
6,407
+477
4675
$118K ﹤0.01%
2,918