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
1001
$37.5M 0.01%
398,131
+19,683
1002
$37.5M 0.01%
182,869
+18,567
1003
$37.5M 0.01%
1,778,491
+370,027
1004
$37.4M 0.01%
506,357
+123,902
1005
$37.4M 0.01%
956,916
+122,230
1006
$37.3M 0.01%
4,128,630
-12,906
1007
$37.2M 0.01%
3,046,662
-38,010
1008
$37.2M 0.01%
1,517,985
-54,630
1009
$37.1M 0.01%
55,642
+1,498
1010
$37M 0.01%
1,216,042
+424,886
1011
$37M 0.01%
620,171
+32,211
1012
$36.9M 0.01%
1,172,416
-43,361
1013
$36.9M 0.01%
2,286,910
-128,409
1014
$36.9M 0.01%
+974,410
1015
$36.9M 0.01%
931,714
+208,592
1016
$36.8M 0.01%
770,350
+101,702
1017
$36.8M 0.01%
1,932,506
-487,677
1018
$36.7M 0.01%
804,155
-303,525
1019
$36.7M 0.01%
696,852
+30,592
1020
$36.6M 0.01%
725,539
+258,366
1021
$36.6M 0.01%
840,292
-49,269
1022
$36.5M 0.01%
1,586,591
+981,164
1023
$36.5M 0.01%
1,457,741
+77,220
1024
$36.5M 0.01%
711,132
-8,152
1025
$36.5M 0.01%
3,189,833
-1,569,894