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
5126
$40K ﹤0.01%
638
+20
5127
$40K ﹤0.01%
1,221
+599
5128
$40K ﹤0.01%
194
-13
5129
$40K ﹤0.01%
1,736
+1,211
5130
$40K ﹤0.01%
1,339
+449
5131
$39K ﹤0.01%
3,000
-126
5132
$39K ﹤0.01%
2,961
+1,942
5133
$39K ﹤0.01%
1,637
+836
5134
$39K ﹤0.01%
+3,606
5135
$39K ﹤0.01%
4,658
+3,632
5136
$39K ﹤0.01%
2,594
+876
5137
$39K ﹤0.01%
3,209
+1,401
5138
$39K ﹤0.01%
659
+320
5139
$39K ﹤0.01%
1,181
+804
5140
$39K ﹤0.01%
826
-102
5141
$39K ﹤0.01%
+1,857
5142
$39K ﹤0.01%
1,177
+750
5143
$39K ﹤0.01%
3,512
-12,234
5144
$39K ﹤0.01%
3,518
+414
5145
$39K ﹤0.01%
950
-8
5146
$38K ﹤0.01%
1,000
+320
5147
$38K ﹤0.01%
585
+180
5148
$38K ﹤0.01%
2,741
-1,964
5149
$38K ﹤0.01%
+6
5150
$38K ﹤0.01%
10,000
+9,962