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
4851
$78K ﹤0.01%
2,926
+2,351
4852
$78K ﹤0.01%
2,921
+492
4853
$78K ﹤0.01%
2,400
4854
$78K ﹤0.01%
3,175
-14,528
4855
$78K ﹤0.01%
572
+363
4856
$78K ﹤0.01%
8,092
-9,257
4857
$77K ﹤0.01%
2,877
+1,445
4858
$77K ﹤0.01%
7,426
-73,734
4859
$77K ﹤0.01%
21
+11
4860
$77K ﹤0.01%
664
+324
4861
$76K ﹤0.01%
5,992
+1,437
4862
$76K ﹤0.01%
6,176
-3,359
4863
$75K ﹤0.01%
3,500
-57
4864
$75K ﹤0.01%
20,371
-34,018
4865
$75K ﹤0.01%
6,774
-1,223
4866
$75K ﹤0.01%
2,135
+1,147
4867
$75K ﹤0.01%
+5,570
4868
$74K ﹤0.01%
2,262
+960
4869
$74K ﹤0.01%
10,086
4870
$74K ﹤0.01%
8,446
+3,605
4871
$74K ﹤0.01%
5,679
+2,988
4872
$74K ﹤0.01%
+3,774
4873
$74K ﹤0.01%
+8,750
4874
$73K ﹤0.01%
3,601
+341
4875
$73K ﹤0.01%
3,646