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
4726
$104K ﹤0.01%
1,973
-169
4727
$104K ﹤0.01%
44,260
+43
4728
$104K ﹤0.01%
3,302
-6,965
4729
$104K ﹤0.01%
19,229
4730
$103K ﹤0.01%
2,956
+692
4731
$103K ﹤0.01%
23,391
+7,795
4732
$103K ﹤0.01%
11,833
-237
4733
$103K ﹤0.01%
2,215
-1,407
4734
$102K ﹤0.01%
2,854
+517
4735
$102K ﹤0.01%
3,980
-195
4736
$102K ﹤0.01%
5,040
-16,916
4737
$101K ﹤0.01%
1,250
+951
4738
$101K ﹤0.01%
4,492
+100
4739
$101K ﹤0.01%
4,064
+2,062
4740
$101K ﹤0.01%
5,464
+4,583
4741
$100K ﹤0.01%
13,674
+1,857
4742
$100K ﹤0.01%
+12,552
4743
$100K ﹤0.01%
3,114
+498
4744
$100K ﹤0.01%
2,320
-338
4745
$100K ﹤0.01%
1,563
-11
4746
$100K ﹤0.01%
3,113
+271
4747
$100K ﹤0.01%
56,944
-718,601
4748
$100K ﹤0.01%
4,303
-176
4749
$99K ﹤0.01%
6,953
+3,481
4750
$99K ﹤0.01%
5,856
+406