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
676
$72.9M 0.02%
1,476,508
+377,430
677
$72.8M 0.02%
461,469
-37,165
678
$72.7M 0.02%
1,487,736
+234,944
679
$72.7M 0.02%
931,816
+364,642
680
$72.6M 0.02%
860,985
+117,262
681
$72.5M 0.02%
1,899,670
-69,870
682
$72.4M 0.02%
1,007,257
-93,153
683
$72.4M 0.02%
1,631,739
+448,743
684
$72.3M 0.02%
1,693,589
+449,102
685
$72.2M 0.02%
5,810,944
-535,199
686
$72.1M 0.02%
810,174
+45,048
687
$72M 0.02%
1,805,549
-100,095
688
$72M 0.02%
5,639,740
+813,379
689
$71.6M 0.02%
861,025
+609,718
690
$71.4M 0.02%
2,063,333
-275,310
691
$70.8M 0.02%
388,373
+45,049
692
$70.6M 0.02%
1,017,109
+165,830
693
$70.5M 0.02%
1,095,092
+133,830
694
$70.5M 0.02%
636,702
-139,024
695
$70.3M 0.02%
1,248,082
+346,155
696
$70.3M 0.02%
2,551,838
+240,200
697
$70M 0.02%
1,148,872
+189,639
698
$69.8M 0.02%
920,730
+125,020
699
$69.6M 0.02%
12,423,880
-851,670
700
$69.6M 0.02%
1,156,754
+295,444