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
751
$59.5M 0.01%
167,638
-33,017
752
$59.4M 0.01%
3,154,604
-756,405
753
$59.2M 0.01%
1,689,965
-316,119
754
$59.2M 0.01%
323,164
+44,081
755
$58.9M 0.01%
2,121,407
-225,730
756
$58.8M 0.01%
1,119,847
-558,796
757
$58.7M 0.01%
605,034
-59,947
758
$58.7M 0.01%
493,393
+25,783
759
$58.6M 0.01%
3,506,600
-171,775
760
$58.4M 0.01%
1,149,327
+1,456
761
$58.3M 0.01%
3,577,337
-1,035,104
762
$58.1M 0.01%
2,284,703
+590,180
763
$58M 0.01%
1,064,716
+35,045
764
$57.7M 0.01%
2,133,073
+809,874
765
$57.6M 0.01%
3,175,458
+1,791,054
766
$57.6M 0.01%
1,109,169
-373,477
767
$57.3M 0.01%
567,240
+33,027
768
$57.3M 0.01%
903,803
+65,211
769
$57.3M 0.01%
2,396,526
+422,110
770
$57.1M 0.01%
1,162,242
+443,075
771
$56.9M 0.01%
8,552,897
+394,127
772
$56.7M 0.01%
1,167,536
+108,709
773
$56.7M 0.01%
1,149,595
+220,593
774
$56.5M 0.01%
796,857
+33,777
775
$56.3M 0.01%
2,232,042
+32,570