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
4951
$62K ﹤0.01%
6
-2
4952
$62K ﹤0.01%
1,118
-6
4953
$61K ﹤0.01%
6,045
+2,338
4954
$61K ﹤0.01%
2,312
+802
4955
$61K ﹤0.01%
1,232
+1,040
4956
$61K ﹤0.01%
23,708
-19,060
4957
$61K ﹤0.01%
+3,091
4958
$60K ﹤0.01%
3,797
+2,137
4959
$60K ﹤0.01%
2,245
-36,649
4960
$60K ﹤0.01%
1,478
+308
4961
$60K ﹤0.01%
23
-1
4962
$60K ﹤0.01%
8,306
+1,518
4963
$59K ﹤0.01%
12,681
+7,407
4964
$59K ﹤0.01%
14,239
-67,807
4965
$59K ﹤0.01%
+840
4966
$59K ﹤0.01%
2,395
4967
$59K ﹤0.01%
2,444
+413
4968
$59K ﹤0.01%
4,200
+534
4969
$59K ﹤0.01%
+5,800
4970
$59K ﹤0.01%
1,452
-1,259
4971
$59K ﹤0.01%
5,316
+3,507
4972
$58K ﹤0.01%
5,800
+288
4973
$58K ﹤0.01%
3,146
+1,436
4974
$58K ﹤0.01%
15,438
-37,736
4975
$57K ﹤0.01%
110,120
+47,314