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
951
$41.4M 0.01%
485,694
+36,276
952
$41.4M 0.01%
1,376,364
-4,054
953
$41.4M 0.01%
347,168
-51,651
954
$41.2M 0.01%
1,473,650
+1,126,196
955
$41.1M 0.01%
796,544
-12,580
956
$41.1M 0.01%
1,363,126
+19,105
957
$41.1M 0.01%
1,125,758
-35,810
958
$41M 0.01%
2,268,933
-1,422,387
959
$41M 0.01%
788,948
+161,284
960
$41M 0.01%
583,296
-98,079
961
$40.9M 0.01%
2,742,388
+30,680
962
$40.9M 0.01%
519,395
+197,195
963
$40.9M 0.01%
1,248,973
+509,200
964
$40.9M 0.01%
525,328
-69,659
965
$40.7M 0.01%
1,371,671
-155,349
966
$40.5M 0.01%
413,665
+145,908
967
$40.4M 0.01%
745,852
+11,223
968
$40.4M 0.01%
658,857
-136,125
969
$40.4M 0.01%
547,461
-3,826
970
$40.4M 0.01%
512,727
-13,316
971
$40.3M 0.01%
750,127
+417,466
972
$40.2M 0.01%
1,118,922
+131,594
973
$40.2M 0.01%
1,064,444
+29,284
974
$40M 0.01%
1,626,680
+358,336
975
$40M 0.01%
823,280
+389,893