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
5076
$46K ﹤0.01%
+3,627
5077
$45K ﹤0.01%
4,519
-5,243
5078
$45K ﹤0.01%
2,883
+1,718
5079
$45K ﹤0.01%
1,950
-9,156
5080
$45K ﹤0.01%
476
+367
5081
$45K ﹤0.01%
3,151
-30,154
5082
$45K ﹤0.01%
219
+45
5083
$45K ﹤0.01%
4,459
+1,203
5084
$45K ﹤0.01%
2,024
+903
5085
$45K ﹤0.01%
2,531
-121
5086
$45K ﹤0.01%
66,861
-47,423
5087
$44K ﹤0.01%
7,079
+3,104
5088
$44K ﹤0.01%
9,428
+1,042
5089
$44K ﹤0.01%
2,801
-12,566
5090
$44K ﹤0.01%
1,100
-600
5091
$44K ﹤0.01%
2,102
+1,098
5092
$44K ﹤0.01%
17,721
5093
$44K ﹤0.01%
+1,448
5094
$44K ﹤0.01%
19,500
-1,424
5095
$44K ﹤0.01%
20,000
-4,192
5096
$44K ﹤0.01%
2,393
+2,113
5097
$44K ﹤0.01%
1,120
+203
5098
$44K ﹤0.01%
1,441
-300
5099
$44K ﹤0.01%
3,594
+2,268
5100
$43K ﹤0.01%
3,088
+1,687