Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
476
$130M 0.03%
3,615,228
-524,603
477
$130M 0.03%
4,832,954
-759,326
478
$130M 0.03%
929,847
-2,862,345
479
$130M 0.03%
2,437,228
+195,501
480
$130M 0.03%
1,080,737
+431,775
481
$130M 0.03%
4,625,539
+563,332
482
$129M 0.03%
2,920,876
-22,429
483
$129M 0.03%
4,967,185
-894,976
484
$129M 0.03%
1,835,612
+191,694
485
$128M 0.03%
2,586,060
-435,395
486
$128M 0.03%
1,237,339
-240,441
487
$127M 0.03%
1,802,288
+517,672
488
$127M 0.03%
2,820,336
-11,292
489
$127M 0.03%
1,885,946
+193,418
490
$126M 0.03%
2,125,772
+1,528,714
491
$126M 0.03%
616,318
+172,651
492
$125M 0.03%
3,289,076
-641,904
493
$125M 0.03%
1,724,633
+150,748
494
$125M 0.03%
1,872,892
+14,897
495
$123M 0.03%
4,727,612
+46,332
496
$123M 0.03%
3,706,219
+283,514
497
$123M 0.03%
1,448,523
-521,446
498
$123M 0.03%
527,830
-33,775
499
$122M 0.03%
3,079,160
-798,253
500
$122M 0.03%
2,013,708
-130,909