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
5601
$11K ﹤0.01%
2,544
-498,224
5602
$11K ﹤0.01%
500
5603
$11K ﹤0.01%
+80
5604
$11K ﹤0.01%
653
+583
5605
$11K ﹤0.01%
2,234
+1,285
5606
$11K ﹤0.01%
400
-44
5607
$11K ﹤0.01%
+5,005
5608
$11K ﹤0.01%
496
+39
5609
$11K ﹤0.01%
1,864
+1,802
5610
$11K ﹤0.01%
6,356
-1,099
5611
$11K ﹤0.01%
2,500
-203
5612
$11K ﹤0.01%
+762
5613
$10K ﹤0.01%
1,259
+614
5614
$10K ﹤0.01%
408
+272
5615
$10K ﹤0.01%
746
+55
5616
$10K ﹤0.01%
1,128
+787
5617
$10K ﹤0.01%
13,250
-14,300
5618
$10K ﹤0.01%
1,527
+1,028
5619
$10K ﹤0.01%
68
+36
5620
$10K ﹤0.01%
1,167
5621
$10K ﹤0.01%
550
5622
$10K ﹤0.01%
16
-9
5623
$10K ﹤0.01%
103
5624
$10K ﹤0.01%
+203
5625
$10K ﹤0.01%
191
+133