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
5051
$48K ﹤0.01%
1,173
+539
5052
$48K ﹤0.01%
42,573
+9,643
5053
$48K ﹤0.01%
11,900
5054
$48K ﹤0.01%
598
+211
5055
$48K ﹤0.01%
2,579
+962
5056
$48K ﹤0.01%
+2,580
5057
$48K ﹤0.01%
14,413
+9,792
5058
$47K ﹤0.01%
5,400
+1,583
5059
$47K ﹤0.01%
2,972
+566
5060
$47K ﹤0.01%
657
+428
5061
$47K ﹤0.01%
1,213
+594
5062
$47K ﹤0.01%
3,695
-51,973
5063
$47K ﹤0.01%
4,000
-26
5064
$47K ﹤0.01%
+3,188
5065
$47K ﹤0.01%
+5,300
5066
$47K ﹤0.01%
17,625
-3,951
5067
$47K ﹤0.01%
909
+581
5068
$47K ﹤0.01%
125,520
+130
5069
$46K ﹤0.01%
4,114
+1,672
5070
$46K ﹤0.01%
8,823
+128
5071
$46K ﹤0.01%
+1,800
5072
$46K ﹤0.01%
36,185
+18,944
5073
$46K ﹤0.01%
+2
5074
$46K ﹤0.01%
429
+95
5075
$46K ﹤0.01%
+5,000