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
1176
$28.3M 0.01%
1,030,301
-173,702
1177
$28.3M 0.01%
382,063
-3,999
1178
$28.1M 0.01%
274,984
+171,018
1179
$28.1M 0.01%
379,242
-1,785
1180
$28.1M 0.01%
828,039
+434,997
1181
$28M 0.01%
1,322,322
-61,139
1182
$28M 0.01%
170,754
+166,254
1183
$28M 0.01%
1,461,666
+220,686
1184
$27.9M 0.01%
209,900
-248,198
1185
$27.9M 0.01%
813,845
+371,820
1186
$27.9M 0.01%
1,837,705
-180,249
1187
$27.9M 0.01%
682,750
+106,482
1188
$27.8M 0.01%
363,399
+202,582
1189
$27.8M 0.01%
1,276,480
+184,241
1190
$27.8M 0.01%
787,312
+70,130
1191
$27.8M 0.01%
2,201,053
-21,126
1192
$27.7M 0.01%
508,229
-143,451
1193
$27.7M 0.01%
985,782
+428,246
1194
$27.6M 0.01%
894,208
+32,928
1195
$27.5M 0.01%
440,805
+26,069
1196
$27.5M 0.01%
550,537
+151,109
1197
$27.5M 0.01%
1,113,635
+145,337
1198
$27.5M 0.01%
744,150
-26,510
1199
$27.5M 0.01%
346,362
-115,913
1200
$27.5M 0.01%
1,885,180
+192,381