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
1076
$32.8M 0.01%
425,778
-141,202
1077
$32.7M 0.01%
574,187
+105,047
1078
$32.5M 0.01%
949,845
+140,190
1079
$32.4M 0.01%
1,078,959
+180,358
1080
$32.4M 0.01%
2,141,740
+29,182
1081
$32.4M 0.01%
2,597,712
+226,092
1082
$32.4M 0.01%
726,127
+7,206
1083
$32.4M 0.01%
364,838
+9,501
1084
$32.4M 0.01%
624,415
-68,886
1085
$32.3M 0.01%
441,500
+16,476
1086
$32.3M 0.01%
672,079
-65,450
1087
$32.3M 0.01%
1,473,887
+186,378
1088
$32.2M 0.01%
455,714
+105,389
1089
$32M 0.01%
443,529
+53,956
1090
$32M 0.01%
678,807
+330,666
1091
$32M 0.01%
669,052
-5,917
1092
$31.9M 0.01%
1,734,231
-1,035,701
1093
$31.9M 0.01%
1,419,981
-8,568
1094
$31.8M 0.01%
381,804
-143,964
1095
$31.8M 0.01%
352,646
+43,060
1096
$31.7M 0.01%
1,353,907
-20,026
1097
$31.7M 0.01%
432,036
-2,869
1098
$31.7M 0.01%
440,190
+9,401
1099
$31.7M 0.01%
1,427,088
-203,526
1100
$31.6M 0.01%
831,863
-150,718