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
5226
$32K ﹤0.01%
1,172
+749
5227
$32K ﹤0.01%
7,227
+4,598
5228
$32K ﹤0.01%
33,300
+1,557
5229
$32K ﹤0.01%
5,328
+1,177
5230
$32K ﹤0.01%
4,778
-63
5231
$32K ﹤0.01%
775
5232
$31K ﹤0.01%
910
+289
5233
$31K ﹤0.01%
359
+250
5234
$31K ﹤0.01%
+1,300
5235
$31K ﹤0.01%
1,395
+280
5236
$31K ﹤0.01%
1,956
+1,343
5237
$31K ﹤0.01%
6,277
-14,307
5238
$31K ﹤0.01%
79
-545
5239
$31K ﹤0.01%
792
+483
5240
$31K ﹤0.01%
2,055
-313
5241
$31K ﹤0.01%
4,541
+4,041
5242
$31K ﹤0.01%
2,342
+612
5243
$31K ﹤0.01%
300
+171
5244
$31K ﹤0.01%
3,879
+2,188
5245
$31K ﹤0.01%
1,971
+1,270
5246
$31K ﹤0.01%
550
-850
5247
$31K ﹤0.01%
1,088
-3,722
5248
$30K ﹤0.01%
1,077
-1,115
5249
$30K ﹤0.01%
+1,000
5250
$30K ﹤0.01%
5,784
+3,574