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
4751
$98K ﹤0.01%
4,253
+2,914
4752
$98K ﹤0.01%
3,434
+1,189
4753
$98K ﹤0.01%
6,183
-1,627
4754
$98K ﹤0.01%
5,283
+2,471
4755
$98K ﹤0.01%
10,456
+4,876
4756
$98K ﹤0.01%
3,954
-185
4757
$97K ﹤0.01%
1,782
+1,205
4758
$97K ﹤0.01%
3,231
+723
4759
$97K ﹤0.01%
1,080
+789
4760
$97K ﹤0.01%
+6,400
4761
$97K ﹤0.01%
2,263
+1,062
4762
$96K ﹤0.01%
+1,600
4763
$96K ﹤0.01%
+4,000
4764
$96K ﹤0.01%
2,980
+2,704
4765
$96K ﹤0.01%
12,022
+6,036
4766
$95K ﹤0.01%
839
+739
4767
$95K ﹤0.01%
3,632
+1,489
4768
$95K ﹤0.01%
6,297
-18,145
4769
$95K ﹤0.01%
2,715
-20,901
4770
$94K ﹤0.01%
+5,615
4771
$94K ﹤0.01%
613
-257
4772
$94K ﹤0.01%
4,227
+986
4773
$94K ﹤0.01%
17,110
+16,912
4774
$94K ﹤0.01%
29,133
+1,600
4775
$93K ﹤0.01%
18,320
+2,163