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
4826
$83K ﹤0.01%
11,245
-2,949
4827
$83K ﹤0.01%
16,874
+3,746
4828
$82K ﹤0.01%
38,698
-9,058
4829
$82K ﹤0.01%
11,062
+1,625
4830
$82K ﹤0.01%
5,292
+4,584
4831
$82K ﹤0.01%
2,598
+2,384
4832
$82K ﹤0.01%
6,796
-38,099
4833
$81K ﹤0.01%
3,350
4834
$81K ﹤0.01%
+9,399
4835
$81K ﹤0.01%
3,000
+1,300
4836
$81K ﹤0.01%
5,618
+2,117
4837
$80K ﹤0.01%
2,102
-113
4838
$80K ﹤0.01%
3,713
+1,329
4839
$80K ﹤0.01%
+21,375
4840
$80K ﹤0.01%
18,259
+14,846
4841
$80K ﹤0.01%
8,459
-98,018
4842
$80K ﹤0.01%
1,239
+656
4843
$80K ﹤0.01%
11,467
+2,989
4844
$80K ﹤0.01%
10,632
-10,497
4845
$79K ﹤0.01%
19,900
-12,347
4846
$79K ﹤0.01%
3,865
+312
4847
$79K ﹤0.01%
12,645
-11,775
4848
$79K ﹤0.01%
8,469
-1,446
4849
$79K ﹤0.01%
6,862
-11,565
4850
$78K ﹤0.01%
4,084
+358