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
926
$43.4M 0.01%
824,670
+711,708
927
$43.3M 0.01%
1,589,148
+86,345
928
$43.3M 0.01%
1,108,941
+168,217
929
$43.2M 0.01%
1,148,409
+49,814
930
$43.2M 0.01%
386,846
+15,851
931
$43.1M 0.01%
1,249,858
-409,190
932
$42.9M 0.01%
1,352,307
+87,529
933
$42.9M 0.01%
982,909
-115,304
934
$42.8M 0.01%
844,662
+110,436
935
$42.7M 0.01%
895,241
+199,150
936
$42.7M 0.01%
1,028,001
-769,105
937
$42.7M 0.01%
1,139,707
-114,339
938
$42.7M 0.01%
1,902,779
-528,603
939
$42.6M 0.01%
791,982
+39,700
940
$42.6M 0.01%
283,305
-27,662
941
$42.3M 0.01%
554,603
-255,956
942
$42.2M 0.01%
8,779,900
+3,397,033
943
$42.1M 0.01%
1,721,915
-4,861,643
944
$42M 0.01%
2,119,901
+160,626
945
$41.9M 0.01%
920,599
+55,821
946
$41.9M 0.01%
627,871
+60,109
947
$41.8M 0.01%
570,196
+1,671
948
$41.7M 0.01%
702,276
+141,112
949
$41.6M 0.01%
1,091,958
-79,966
950
$41.6M 0.01%
1,059,719
-194,735