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
1051
$34.2M 0.01%
2,513,948
-801,148
1052
$34.2M 0.01%
902,436
+642,052
1053
$34.1M 0.01%
414,409
-63,371
1054
$34.1M 0.01%
1,173,378
+95,619
1055
$34.1M 0.01%
272,963
-14,519
1056
$34.1M 0.01%
651,524
-357,991
1057
$34M 0.01%
464,438
+85,921
1058
$34M 0.01%
1,171,433
+123,353
1059
$33.9M 0.01%
947,290
+263,118
1060
$33.8M 0.01%
888,454
+128,789
1061
$33.8M 0.01%
879,786
+157,551
1062
$33.8M 0.01%
747,768
+46,699
1063
$33.6M 0.01%
817,993
+629,779
1064
$33.5M 0.01%
1,030,199
+477,263
1065
$33.5M 0.01%
1,383,480
-91,860
1066
$33.4M 0.01%
3,218,739
-417,614
1067
$33.4M 0.01%
686,911
+62,250
1068
$33.4M 0.01%
1,190,328
+124,360
1069
$33.2M 0.01%
3,072,537
+1,220,432
1070
$33.2M 0.01%
814,360
+369,600
1071
$33.2M 0.01%
1,765,256
+31,040
1072
$33.1M 0.01%
814,937
+16,580
1073
$33M 0.01%
224,364
+7,807
1074
$32.9M 0.01%
1,046,223
-151,910
1075
$32.9M 0.01%
180,311
+14,559