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
1201
$27.3M 0.01%
1,015,977
-775,951
1202
$27.3M 0.01%
629,191
+6,115
1203
$27.3M 0.01%
1,364,238
+150,891
1204
$27.3M 0.01%
802,074
+14,115
1205
$27.2M 0.01%
1,748,995
-163,005
1206
$27.2M 0.01%
1,081,087
+614,577
1207
$27.1M 0.01%
577,713
+45,747
1208
$27M 0.01%
801,196
+363,837
1209
$27M 0.01%
1,139,016
+200,490
1210
$26.9M 0.01%
621,949
-263,487
1211
$26.9M 0.01%
1,106,357
+215,152
1212
$26.9M 0.01%
3,680,565
+11,907
1213
$26.9M 0.01%
515,211
+118,800
1214
$26.9M 0.01%
721,658
-56,151
1215
$26.9M 0.01%
466,927
+103,256
1216
$26.8M 0.01%
1,542,160
-45,983
1217
$26.8M 0.01%
456,801
-47,908
1218
$26.8M 0.01%
756,534
+115,170
1219
$26.8M 0.01%
2,360,533
+814,493
1220
$26.8M 0.01%
731,904
+35,138
1221
$26.7M 0.01%
455,136
-23,871
1222
$26.7M 0.01%
2,125,214
-380,745
1223
$26.6M 0.01%
564,991
+134,138
1224
$26.5M 0.01%
2,964,324
-504,495
1225
$26.5M 0.01%
625,791
+49,384