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
876
$46.7M 0.01%
9,357,675
-871,924
877
$46.7M 0.01%
1,839,537
-112,967
878
$46.6M 0.01%
2,545,685
+1,313,627
879
$46.6M 0.01%
772,374
+149,890
880
$46.6M 0.01%
983,355
+823,347
881
$46.4M 0.01%
3,574,510
+57,551
882
$46.4M 0.01%
1,086,161
-251,868
883
$46.3M 0.01%
2,899,374
-138,870
884
$46.2M 0.01%
969,665
+5,237
885
$46.1M 0.01%
1,810,636
+151,500
886
$46.1M 0.01%
1,745,566
+48,360
887
$45.9M 0.01%
952,506
+204,733
888
$45.9M 0.01%
1,377,700
+21,240
889
$45.9M 0.01%
2,415,270
-210,574
890
$45.8M 0.01%
785,560
+91,947
891
$45.8M 0.01%
14,780,460
-2,503,492
892
$45.8M 0.01%
994,658
+44,024
893
$45.7M 0.01%
3,877,752
+349,700
894
$45.6M 0.01%
1,254,296
+187,884
895
$45.6M 0.01%
1,032,316
-69,624
896
$45.6M 0.01%
1,634,812
+397,117
897
$45.5M 0.01%
2,483,688
+6,978
898
$45.4M 0.01%
314,004
-57,100
899
$45.4M 0.01%
1,535,785
+9,340
900
$45.4M 0.01%
1,717,102
+270,910