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
1126
$30.6M 0.01%
808,689
+34,766
1127
$30.6M 0.01%
191,916
+29,309
1128
$30.5M 0.01%
696,415
+57,940
1129
$30.5M 0.01%
791,139
+13,810
1130
$30.4M 0.01%
707,118
-49,125
1131
$30.4M 0.01%
371,255
+40,182
1132
$30.4M 0.01%
576,335
-194,421
1133
$30.4M 0.01%
418,732
+1,692
1134
$30.4M 0.01%
451,752
+30,773
1135
$30.3M 0.01%
+2,132,140
1136
$30.3M 0.01%
321,916
-49,516
1137
$30.2M 0.01%
364,255
+12,437
1138
$30.2M 0.01%
669,168
-15,996
1139
$30.2M 0.01%
3,311,344
-323,765
1140
$30.1M 0.01%
618,875
-445,279
1141
$30.1M 0.01%
1,117,986
-24,832
1142
$30.1M 0.01%
839,839
+148,228
1143
$30M 0.01%
374,136
-1,915
1144
$29.9M 0.01%
778,688
-29,406
1145
$29.8M 0.01%
1,191,932
-157,910
1146
$29.7M 0.01%
346,465
+51,422
1147
$29.7M 0.01%
887,680
+100,687
1148
$29.6M 0.01%
929,496
+248,070
1149
$29.6M 0.01%
428,449
+19,935
1150
$29.6M 0.01%
2,137,479
+177,244