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
5101
$43K ﹤0.01%
2,858
-2,353
5102
$43K ﹤0.01%
1,134
+792
5103
$43K ﹤0.01%
3,282
+2,632
5104
$43K ﹤0.01%
1,033
-329
5105
$43K ﹤0.01%
26,063
-5,312
5106
$43K ﹤0.01%
1,011
+706
5107
$42K ﹤0.01%
257
+65
5108
$42K ﹤0.01%
463
-2,376
5109
$42K ﹤0.01%
1,700
-19,034
5110
$42K ﹤0.01%
3,737
-739
5111
$42K ﹤0.01%
1,609
+1,063
5112
$42K ﹤0.01%
840
-1,160
5113
$41K ﹤0.01%
1,126
+599
5114
$41K ﹤0.01%
2,864
+530
5115
$41K ﹤0.01%
2,178
+952
5116
$41K ﹤0.01%
12,578
5117
$41K ﹤0.01%
823
-148,738
5118
$41K ﹤0.01%
2,673
+1,127
5119
$41K ﹤0.01%
+5
5120
$41K ﹤0.01%
28,800
5121
$41K ﹤0.01%
1,337
-363
5122
$41K ﹤0.01%
2,859
-2
5123
$41K ﹤0.01%
4,517
-3,262
5124
$40K ﹤0.01%
1,131
+724
5125
$40K ﹤0.01%
40
+11