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
5451
$19K ﹤0.01%
14,090
+13,690
5452
$19K ﹤0.01%
7,107
+612
5453
$19K ﹤0.01%
10,204
-902
5454
$19K ﹤0.01%
20,000
+15,000
5455
$19K ﹤0.01%
3,767
+735
5456
$19K ﹤0.01%
3,536
+1
5457
$19K ﹤0.01%
3,980
+2,072
5458
$18K ﹤0.01%
1,280
+119
5459
$18K ﹤0.01%
89
+55
5460
$18K ﹤0.01%
1,548
-175
5461
$18K ﹤0.01%
907
+381
5462
0
5463
$18K ﹤0.01%
2,276
+1,694
5464
$18K ﹤0.01%
5,565
-1,950
5465
$18K ﹤0.01%
934
+373
5466
$18K ﹤0.01%
37
5467
0
5468
$18K ﹤0.01%
+1,460
5469
$18K ﹤0.01%
661
+461
5470
$18K ﹤0.01%
7,173
+1,860
5471
$18K ﹤0.01%
6,320
-8,000
5472
$18K ﹤0.01%
2,501
+1,665
5473
$18K ﹤0.01%
3,418
+1,899
5474
$18K ﹤0.01%
781
+459
5475
$18K ﹤0.01%
+433