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
576
$93.2M 0.02%
899,637
-31,514
577
$92.9M 0.02%
2,684,816
+333,869
578
$92.9M 0.02%
1,096,478
-182,009
579
$92.3M 0.02%
1,755,087
+710,539
580
$91.8M 0.02%
3,026,041
-827,203
581
$91.8M 0.02%
111,954
+62,904
582
$91.8M 0.02%
1,220,114
-146,575
583
$91.5M 0.02%
837,366
+142,655
584
$90.9M 0.02%
2,184,386
+135,105
585
$90.6M 0.02%
1,795,291
+87,317
586
$90.5M 0.02%
943,760
+43,101
587
$90.2M 0.02%
3,364,691
+345,050
588
$89.9M 0.02%
3,380,899
-625,630
589
$89.8M 0.02%
2,205,502
-683,644
590
$89.5M 0.02%
6,230,707
+800,631
591
$88.8M 0.02%
11,497,460
+1,043,782
592
$88.5M 0.02%
2,164,561
-637,527
593
$88.4M 0.02%
564,892
+28,610
594
$87.7M 0.02%
2,786,439
+162,839
595
$87.2M 0.02%
3,732,495
+2,489,165
596
$87.1M 0.02%
1,693,599
-27,536
597
$87.1M 0.02%
1,292,375
+21,362
598
$86.9M 0.02%
1,048,561
+463,674
599
$86.8M 0.02%
1,474,821
-12,369
600
$86.7M 0.02%
2,225,715
-58,323