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
4701
$111K ﹤0.01%
3,699
+7
4702
$111K ﹤0.01%
7,427
4703
$110K ﹤0.01%
3,946
+2,721
4704
$110K ﹤0.01%
5,700
-48
4705
$110K ﹤0.01%
6,600
+484
4706
$109K ﹤0.01%
1,577
+83
4707
$108K ﹤0.01%
14,079
-3,328
4708
$108K ﹤0.01%
3,004
+1,945
4709
$108K ﹤0.01%
8,798
-2,343
4710
$107K ﹤0.01%
51,705
+14,692
4711
$107K ﹤0.01%
9,500
4712
$107K ﹤0.01%
+4,386
4713
$107K ﹤0.01%
5,041
-3,194
4714
$107K ﹤0.01%
3,900
4715
$107K ﹤0.01%
+2,625
4716
$107K ﹤0.01%
7,302
+2,867
4717
$107K ﹤0.01%
4,000
4718
$107K ﹤0.01%
14,667
+10,127
4719
$106K ﹤0.01%
3,309
+855
4720
$106K ﹤0.01%
5,379
+4,770
4721
$106K ﹤0.01%
846
+711
4722
$106K ﹤0.01%
4,104
+1,153
4723
$105K ﹤0.01%
5,182
-1,431
4724
$105K ﹤0.01%
18,687
-1,496
4725
$104K ﹤0.01%
4,334
-1,204