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
5176
$36K ﹤0.01%
1,083
+377
5177
$36K ﹤0.01%
2,231
-5,274
5178
$36K ﹤0.01%
5,000
-247
5179
$36K ﹤0.01%
2,415
-1
5180
$36K ﹤0.01%
2,086
+615
5181
$35K ﹤0.01%
4,886
-2,782
5182
$35K ﹤0.01%
250
5183
$35K ﹤0.01%
+1,681
5184
$35K ﹤0.01%
3,508
+2,751
5185
$35K ﹤0.01%
1,837
+67
5186
$35K ﹤0.01%
2,930
+68
5187
$35K ﹤0.01%
9,390
-560
5188
$35K ﹤0.01%
2,700
5189
$34K ﹤0.01%
+2,000
5190
$34K ﹤0.01%
1,128
+379
5191
$34K ﹤0.01%
2,250
5192
$34K ﹤0.01%
193
+90
5193
$34K ﹤0.01%
+1,233
5194
$34K ﹤0.01%
1,195
5195
0
5196
$34K ﹤0.01%
7,201
+5,921
5197
$34K ﹤0.01%
14,393
+1,623
5198
$34K ﹤0.01%
4,513
+3,746
5199
$34K ﹤0.01%
2,246
+1,303
5200
$34K ﹤0.01%
7,933
+4,863