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
4676
$118K ﹤0.01%
3,327
+239
4677
$118K ﹤0.01%
4,103
-53
4678
0
4679
$117K ﹤0.01%
8,392
+1,033
4680
$117K ﹤0.01%
18,148
+508
4681
$117K ﹤0.01%
6,110
-153
4682
$117K ﹤0.01%
+8,981
4683
$117K ﹤0.01%
10,793
+1,735
4684
$116K ﹤0.01%
3,396
+2,370
4685
$116K ﹤0.01%
2,275
+524
4686
$116K ﹤0.01%
5,596
+3,079
4687
$116K ﹤0.01%
86,306
+4,876
4688
$116K ﹤0.01%
7,840
+786
4689
$115K ﹤0.01%
+396
4690
$115K ﹤0.01%
2,500
+400
4691
$115K ﹤0.01%
8,239
-5,684
4692
$115K ﹤0.01%
4,264
+58
4693
$114K ﹤0.01%
24,760
+3,457
4694
$112K ﹤0.01%
3,087
-14,617
4695
$112K ﹤0.01%
8,794
-1,023
4696
$112K ﹤0.01%
5,073
+2,747
4697
$111K ﹤0.01%
21,171
+10,716
4698
$111K ﹤0.01%
17,461
+7,810
4699
$111K ﹤0.01%
9,188
+3,969
4700
$111K ﹤0.01%
563
+126