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
901
$45.2M 0.01%
1,313,611
-637,127
902
$45M 0.01%
2,190,310
-136,158
903
$45M 0.01%
479,823
+202,734
904
$45M 0.01%
1,229,596
-83,980
905
$44.9M 0.01%
1,782,217
+1,254,353
906
$44.9M 0.01%
430,785
-59,178
907
$44.8M 0.01%
245,909
+676
908
$44.7M 0.01%
568,434
-226,791
909
$44.6M 0.01%
933,295
+267,530
910
$44.6M 0.01%
1,829,409
+744,126
911
$44.6M 0.01%
427,930
+16,531
912
$44.4M 0.01%
417,314
-73,352
913
$44.4M 0.01%
53,080
+1,513
914
$44.4M 0.01%
1,081,531
+756,813
915
$44.3M 0.01%
1,657,690
-185,373
916
$44.3M 0.01%
2,809,500
+117,880
917
$44.2M 0.01%
1,665,579
+211,079
918
$44.1M 0.01%
934,269
+797,836
919
$44.1M 0.01%
1,341,112
+1,085,730
920
$44.1M 0.01%
1,645,949
-310,788
921
$43.9M 0.01%
3,750,750
-1,361,152
922
$43.8M 0.01%
1,507,021
-71,357
923
$43.8M 0.01%
1,905,952
+7,491
924
$43.6M 0.01%
2,388,533
+974,642
925
$43.5M 0.01%
829,608
-19,994