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
5151
$38K ﹤0.01%
1,125
+583
5152
$38K ﹤0.01%
1,972
+1,298
5153
$38K ﹤0.01%
1,165
+644
5154
$38K ﹤0.01%
12,761
+731
5155
$38K ﹤0.01%
60,799
-1,638
5156
$38K ﹤0.01%
600
5157
$38K ﹤0.01%
1,267
+83
5158
$37K ﹤0.01%
1,087
+758
5159
$37K ﹤0.01%
914
+270
5160
$37K ﹤0.01%
2,003
-389
5161
$37K ﹤0.01%
2,001
-83
5162
$37K ﹤0.01%
967
+317
5163
$37K ﹤0.01%
2,325
+825
5164
$37K ﹤0.01%
1,521
+749
5165
$37K ﹤0.01%
32,354
-102,450
5166
$37K ﹤0.01%
33,002
-639
5167
$37K ﹤0.01%
6,828
+6,249
5168
$37K ﹤0.01%
1,429
+997
5169
$37K ﹤0.01%
152
+70
5170
$36K ﹤0.01%
18,839
+4,084
5171
$36K ﹤0.01%
199
+120
5172
$36K ﹤0.01%
974
+674
5173
$36K ﹤0.01%
1,000
5174
$36K ﹤0.01%
2,500
-36
5175
$36K ﹤0.01%
3,124
-25