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
1226
$26.5M 0.01%
539,407
+15,438
1227
$26.4M 0.01%
384,402
+917
1228
$26.4M 0.01%
346,588
-6,332
1229
$26.4M 0.01%
1,431,702
+75,125
1230
$26.3M 0.01%
797,631
-560,365
1231
$26.3M 0.01%
320,902
-409,388
1232
$26.3M 0.01%
3,032,842
-788,987
1233
$26.2M 0.01%
1,141,962
+1,081,426
1234
$26.2M 0.01%
716,086
+584,638
1235
$26.2M 0.01%
377,159
+24,839
1236
$26.2M 0.01%
1,113,917
-244,278
1237
$26M 0.01%
818,068
+128,572
1238
$26M 0.01%
754,435
+297,338
1239
$26M 0.01%
517,028
+47,608
1240
$25.9M 0.01%
636,385
+199,680
1241
$25.8M 0.01%
840,502
-43,111
1242
$25.8M 0.01%
255,710
+107,406
1243
$25.7M 0.01%
1,273,450
+46,274
1244
$25.7M 0.01%
647,390
-222,472
1245
$25.7M 0.01%
187,414
+35,080
1246
$25.7M 0.01%
606,611
+89,792
1247
$25.6M 0.01%
1,275,682
-113,146
1248
$25.6M 0.01%
7,107
-175
1249
$25.6M 0.01%
678,889
+122,480
1250
$25.5M 0.01%
443,596
+64,489