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
5376
$23K ﹤0.01%
694
+484
5377
$23K ﹤0.01%
3,406
-85
5378
$23K ﹤0.01%
1,999
+1,084
5379
$23K ﹤0.01%
2,026
5380
$23K ﹤0.01%
1,017
+710
5381
$23K ﹤0.01%
1,244
-33,909
5382
$23K ﹤0.01%
1,550
+1,070
5383
$23K ﹤0.01%
1,161
+23
5384
$23K ﹤0.01%
553
+190
5385
$23K ﹤0.01%
500
5386
$23K ﹤0.01%
5,342
+62
5387
$23K ﹤0.01%
3,914
+3,327
5388
$23K ﹤0.01%
1,770
+1,106
5389
$23K ﹤0.01%
2,566
+14
5390
$23K ﹤0.01%
+2,144
5391
$23K ﹤0.01%
341
5392
$23K ﹤0.01%
+13,297
5393
$23K ﹤0.01%
2,735
+987
5394
$22K ﹤0.01%
2,910
+1,901
5395
$22K ﹤0.01%
1,855
+700
5396
$22K ﹤0.01%
1,656
+1,195
5397
$22K ﹤0.01%
+3,125
5398
$22K ﹤0.01%
+6,964
5399
$22K ﹤0.01%
534
-9,368
5400
$22K ﹤0.01%
5,442
-859