Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
526
$109M 0.02%
2,093,435
+92,606
527
$108M 0.02%
4,697,415
+217,010
528
$108M 0.02%
7,628,841
+174,423
529
$107M 0.02%
2,503,476
+1,573,234
530
$107M 0.02%
2,160,206
+203,795
531
$107M 0.02%
2,430,983
+53,593
532
$106M 0.02%
1,896,043
-93,901
533
$106M 0.02%
3,137,331
-214,948
534
$106M 0.02%
6,760,687
+581,003
535
$106M 0.02%
2,431,860
+1,104,792
536
$105M 0.02%
6,234,732
+818,928
537
$105M 0.02%
1,280,887
+32,478
538
$104M 0.02%
2,073,169
-307,647
539
$104M 0.02%
2,043,771
+199,100
540
$104M 0.02%
3,782,463
+1,000,400
541
$104M 0.02%
7,852,394
+261,926
542
$104M 0.02%
1,314,667
-187,341
543
$103M 0.02%
15,142,032
-1,945,454
544
$103M 0.02%
878,872
+44,524
545
$103M 0.02%
2,270,195
+23,126
546
$103M 0.02%
3,165,061
+775,463
547
$103M 0.02%
6,676,460
+2,073,924
548
$102M 0.02%
3,246,957
+522,690
549
$102M 0.02%
398,134
+71,910
550
$101M 0.02%
1,173,536
+150,545