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
1101
$31.6M 0.01%
704,063
-83,346
1102
$31.6M 0.01%
709,396
-96,966
1103
$31.4M 0.01%
1,276,095
+97,399
1104
$31.4M 0.01%
412,581
+144,308
1105
$31.4M 0.01%
1,260,149
-880,700
1106
$31.4M 0.01%
857,981
+248,540
1107
$31.4M 0.01%
1,960,404
+168,573
1108
$31.4M 0.01%
1,496,648
-44,884
1109
$31.4M 0.01%
465,838
-28,655
1110
$31.2M 0.01%
437,810
+57,208
1111
$31.2M 0.01%
595,698
+16,761
1112
$31.2M 0.01%
593,739
-54
1113
$31.1M 0.01%
377,043
-47,463
1114
$31.1M 0.01%
1,536,407
+62,668
1115
$31M 0.01%
586,497
-31,755
1116
$31M 0.01%
719,280
+63,441
1117
$30.9M 0.01%
156,382
-12,918
1118
$30.8M 0.01%
480,416
+55,105
1119
$30.8M 0.01%
3,312,897
+1,431,778
1120
$30.8M 0.01%
853,371
-15,975
1121
$30.7M 0.01%
1,056,102
-32,996
1122
$30.7M 0.01%
526,320
-5,837
1123
$30.7M 0.01%
391,378
+172,079
1124
$30.7M 0.01%
400,368
+10,092
1125
$30.7M 0.01%
254,965
+161,541