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
4901
$68K ﹤0.01%
6,944
+3,665
4902
$68K ﹤0.01%
9,683
-1,696
4903
$68K ﹤0.01%
557
+286
4904
$68K ﹤0.01%
2,691
+596
4905
$68K ﹤0.01%
3,723
+319
4906
$68K ﹤0.01%
4,771
+3,051
4907
$68K ﹤0.01%
+2,405
4908
$68K ﹤0.01%
1,413
-28,078
4909
$68K ﹤0.01%
2,837
+7
4910
$68K ﹤0.01%
+491
4911
$67K ﹤0.01%
3,936
-1,861
4912
$67K ﹤0.01%
8,016
+2,844
4913
$67K ﹤0.01%
8,009
+2,640
4914
$67K ﹤0.01%
55,727
-8,905
4915
$67K ﹤0.01%
6,175
+3,065
4916
$66K ﹤0.01%
+2,680
4917
$66K ﹤0.01%
9,526
+7,423
4918
$66K ﹤0.01%
36,150
+28,294
4919
$66K ﹤0.01%
21,764
-466
4920
$66K ﹤0.01%
14,466
+5,342
4921
$66K ﹤0.01%
9,246
+4,850
4922
$66K ﹤0.01%
666
+343
4923
$66K ﹤0.01%
+5,236
4924
$66K ﹤0.01%
3,728
+2,188
4925
$66K ﹤0.01%
2,281
+1,125